Filed October 18, 2004 (most recent of 5 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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STATE STREET BANK AND TRUST CO Service code 13 · EIN 04-1867445 | Contract Administrator | $48,686 |
DEAN ACTUARIES, LLC1 year Service code 11 · EIN 75-2548006 | Actuarial | $42,335 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON MANAGEMENT, N.A. Service code 28 · EIN 04-2755549 | Investment Management | $30,551 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL/PEAK FINANCIAL GROUP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $15,000 |
MELTON & MELTON LLP3+ years Filed as: MELTON & MELTON, LLP Service code 10 · EIN 74-1550819 | Accounting | $9,125 |
Service code 29 6575 WEST LOOP SOUTH · BELLAIRE, TX 77401 | Legal | $3,580 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $217,367-100.0% | $1,867,444-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 25.7%-25.7pp | 11.3%-11.3pp | 45.9%-45.9pp |
| Annual return | 69.25% | 5.61%+63.6pp | 9.84%+59.4pp | 10.21%+59.0pp |
| Employer contribution / active EE | $2,527,467 | $71,462+3436.8% | $50,102+4944.6% | $42,272+5879.0% |
| Participant deferral / active EE | $0 | $787-100.0% | $612-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $817-100.0% | $18,647-100.0% | $13,518-100.0% |