Filed March 20, 2015
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Sales loa... | $89,442 |
Service code 16 1250 CAPITAL OF TEXAS HIGHWAY · AUSTIN, TX 78746 | Consulting | $3,520 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,470 | $61,156+98.6% | $185,823-34.6% | $79,386+53.0% |
| Participation rate | 88.2% | 66.6%+21.6pp | 81.7%+6.5pp | 70.7%+17.5pp |
| Annual return | 12.77% | 19.45%-6.7pp | 122.05%-109.3pp | 116.85%-104.1pp |
| Employer contribution / active EE | $1,849 | $2,321-20.3% | $5,167-64.2% | $2,427-23.8% |
| Participant deferral / active EE | $3,589 | $2,789+28.7% | $5,568-35.5% | $4,046-11.3% |
| Admin fee / account holder | $476 | $710-33.0% | $16,237-97.1% | $626-24.1% |