Filed April 18, 2014 (most recent of 4 filings on file)
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.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $821,542 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $329,385 |
Filed as: CONCURRENT (FORMERLY RAYMOND JAMES) Service code 27 · EIN 59-2937883 | Advisory (Plan) | $135,000 |
HAM, LANGSTON & BREZINA, LLP2 years Filed as: HAM, LANGSTON & BREZINA LLP Service code 10 · EIN 76-0448495 | Accounting | $27,767 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,635 | $96,807-11.5% | $165,100-48.1% | $106,553-19.6% |
| Participation rate | 52.1% | 79.1%-27.0pp | 78.6%-26.5pp | 69.8%-17.7pp |
| Annual return | 20.85% | 17.39%+3.5pp | 70.21%-49.4pp | 17.37%+3.5pp |
| Employer contribution / active EE | $1,408 | $2,888-51.2% | $4,348-67.6% | $3,359-58.1% |
| Participant deferral / active EE | $2,903 | $5,055-42.6% | $6,035-51.9% | $5,562-47.8% |
| Admin fee / account holder | $168 | $66+155.2% | $12,696-98.7% | $80+110.7% |