Filed July 2, 1999
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 |
|---|---|---|
SOUTH STATE RPS3+ years Filed as: SOUTH TEXAS MONEY MANAGEMENT Service code 28 · EIN 74-2977959 | Investment Management | $44,298 |
ALLIANCE BENEFIT GROUP2 years Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 64 · EIN 74-0500416 | Recordkeeping Fees | $16,814 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,364 | $81,537-59.1% | $149,721-77.7% | $69,631-52.1% |
| Participation rate | 55.0% | 86.1%-31.1pp | 87.1%-32.1pp | 70.7%-15.7pp |
| Annual return | 19.68% | 22.79%-3.1pp | 1501.67%-1482.0pp | 27571.02%-27551.3pp |
| Employer contribution / active EE | $2,062 | $3,239-36.4% | $5,444-62.1% | $2,032+1.4% |
| Participant deferral / active EE | $3,587 | $4,994-28.2% | $6,568-45.4% | $3,224+11.3% |
| Admin fee / account holder | $161 | $107+50.7% | $11,282-98.6% | $110+45.8% |