Filed April 8, 2005 (most recent of 3 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CAPITAL MANAGEMENT ADVISORS LP2+ years Service code 27 · EIN 20-2506543 7500 SAN FELIPE · HOUSTON, TX 77063 | Advisory (Plan) | $124,200 |
ADP BROKER-DEALER2+ years Filed as: ADP Service code 50 · EIN 13-3036745 100 N.W. POINT BLVD. · ELK GROVE VILLAGE, IL 600071018 | Direct Payment | $10,222 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,729-100.0% | $151,941-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 12.6%-12.6pp |
| Annual return | 6.86% | 4.69%+2.2pp | 5.44%+1.4pp | 4.56%+2.3pp |
| Employer contribution / active EE | $17,411 | $15,631+11.4% | $25,481-31.7% | $15,526+12.1% |
| Participant deferral / active EE | $0 | $53-100.0% | $65-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $11,765-100.0% | $1,711-100.0% |