Filed July 22, 2006
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 |
|---|---|---|
Service code 15 · EIN 51-0396365 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Recordkeeping | $453,061 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $67,953 | $59,312+14.6% | $149,740-54.6% | $103,657-34.4% |
| Participation rate | 61.6% | 70.3%-8.7pp | 78.8%-17.2pp | 73.4%-11.8pp |
| Annual return | 16.30% | 78.03%-61.7pp | 134.51%-118.2pp | 33.13%-16.8pp |
| Employer contribution / active EE | $2,686 | $2,187+22.8% | $4,821-44.3% | $3,216-16.5% |
| Participant deferral / active EE | $3,255 | $3,719-12.5% | $5,683-42.7% | $5,218-37.6% |
| Admin fee / account holder | $77 | $103-24.6% | $13,222-99.4% | $114-32.1% |