Filed February 17, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
DEW WEALTH STRATEGIES LLC5 years Filed as: DEW WEALTH STRATEGIES, LLC Service code 26 · EIN 01-0560582 | Advisory (Participants) | $12,673 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Float revenue; Shareholder servicing ... | $3,641 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $262,109 | $129,021+103.2% | $184,203+42.3% | $77,643+237.6% |
| Participation rate | 96.9% | 87.3%+9.6pp | 86.8%+10.1pp | 70.6%+26.3pp |
| Annual return | 16.19% | 33.27%-17.1pp | 28.81%-12.6pp | 31.24%-15.0pp |
| Employer contribution / active EE | $10,766 | $4,413+144.0% | $6,427+67.5% | $2,726+295.0% |
| Participant deferral / active EE | $13,895 | $7,297+90.4% | $9,131+52.2% | $4,647+199.0% |
| Admin fee / account holder | $32 | $254-87.3% | $13,901-99.8% | $430-92.5% |