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 | $69,291 |
HAM, LANGSTON & BREZINA, LLP2 years Filed as: HAM, LANGSTON & BREZINA LLP Service code 10 · EIN 76-0448495 | Accounting | $25,160 |
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,111 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,344 | $2,703,213-98.5% | $165,100-75.0% | $200,096-79.3% |
| Participation rate | 40.0% | 78.4%-38.4pp | 78.6%-38.6pp | 72.0%-32.0pp |
| Annual return | 25.82% | 17.97%+7.9pp | 70.21%-44.4pp | 34.26%-8.4pp |
| Employer contribution / active EE | $494 | $2,973-83.4% | $4,348-88.6% | $3,038-83.7% |
| Participant deferral / active EE | $1,384 | $5,021-72.4% | $6,035-77.1% | $5,090-72.8% |
| Admin fee / account holder | $123 | $1,999-93.9% | $12,696-99.0% | $269-54.4% |