Filed April 29, 2016 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $4,005,035 |
Service code 16 · EIN 84-0467907 | Consulting | $1,321,194 |
Filed as: LOCKTON COMPANIES LLC Service code 99 · EIN 20-3354970 | Other Fees | $140,000 |
Service code 10 2001 BRYAN TOWER STE 2300 · DALLAS, TX 75201 | Accounting | $104,076 |
BKD, LLP5 years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $34,320 |
WEAVER AND TIDWELL, LLP1 year Service code 99 2821 W 7TH STREET SUITE 700 · FORT WORTH, TX 76107 | Other Fees | $12,500 |
QDRO CONSULTANTS COMPANY, LLC6+ years Service code 16 · EIN 34-1820650 | Consulting | $6,600 |
LOCKE LORD LLP1 year Service code 29 600 TRAVIS ST STE 2800 · HOUSTON, TX 77002 | Legal | $6,538 |
TD AMERITRADE, INC.6+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Shareholder servicing fees; Securitie... | $6,304 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,540 | $68,062+36.0% | $185,854-50.2% | $106,520-13.1% |
| Participation rate | 80.0% | 75.2%+4.8pp | 81.7%-1.7pp | 71.3%+8.7pp |
| Annual return | 13.89% | 18.20%-4.3pp | 122.12%-108.2pp | 19.28%-5.4pp |
| Employer contribution / active EE | $3,049 | $1,997+52.7% | $5,169-41.0% | $2,840+7.4% |
| Participant deferral / active EE | $4,312 | $3,990+8.1% | $5,569-22.6% | $4,948-12.9% |
| Admin fee / account holder | $126 | $53+139.2% | $16,246-99.2% | $75+69.3% |