Filed July 26, 2016 (most recent of 9 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Securities Custodian | $59,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,441 | $37,039-31.3% | $147,618-82.8% | $59,188-57.0% |
| Participation rate | 37.9% | 63.8%-25.9pp | 84.6%-46.7pp | 69.4%-31.5pp |
| Annual return | 0.39% | 7.19%-6.8pp | 61.98%-61.6pp | 5.51%-5.1pp |
| Employer contribution / active EE | $356 | $1,353-73.7% | $5,565-93.6% | $2,098-83.0% |
| Participant deferral / active EE | $1,360 | $2,094-35.1% | $4,895-72.2% | $3,265-58.4% |
| Admin fee / account holder | $57 | $60-5.8% | $11,612-99.5% | $92-38.5% |