Filed March 8, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $76,315 |
PRICEWATERHOUSECOOPERS LLP1+ years Filed as: PRICEWATERHOUSE COOPERS LLP Service code 99 · EIN 13-4008324 | Other Fees | $9,600 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,092 |
CLARK, SCHAEFER, HACKETT & CO.1+ years Filed as: CLARK SCHAEFFER Service code 10 · EIN 31-0800053 | Accounting | $8,000 |
THOMPSON & KNIGHT LLP1+ years Service code 29 1722 ROUTH ST STE 1500 · DALLAS, TX 75201 | Legal | $6,718 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,082 | $71,957-76.3% | $67,652-74.7% | $59,188-71.1% |
| Participation rate | 92.0% | 82.7%+9.3pp | 75.7%+16.3pp | 69.4%+22.6pp |
| Annual return | 5.63% | 8.53%-2.9pp | 6625.40%-6619.8pp | 5.51%+0.1pp |
| Employer contribution / active EE | $617 | $2,432-74.6% | $2,266-72.8% | $2,098-70.6% |
| Participant deferral / active EE | $1,301 | $4,211-69.1% | $3,560-63.4% | $3,265-60.1% |
| Admin fee / account holder | $24 | $64-62.0% | $4,821-99.5% | $92-73.6% |