Filed October 18, 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.
| Provider | Service type | Compensation |
|---|---|---|
WESTWOOD TRUST1+ years Filed as: WESTWOOD MANAGEMENT Service code 13 · EIN 13-3160186 | Contract Administrator | $339,069 |
P-SOLVE1+ years Service code 11 · EIN 04-3513306 | Actuarial | $167,096 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $19,623-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.8%-0.8pp |
| Annual return | -3.57% | -2.01%-1.6pp | -0.97%-2.6pp | -0.60%-3.0pp |
| Employer contribution / active EE | $3,861 | $11,144-65.4% | $22,441-82.8% | $12,272-68.5% |
| Participant deferral / active EE | $0 | $792-100.0% | $183-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $2,730-100.0% | $717-100.0% |