Filed November 9, 2005
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 |
|---|---|---|
Service code 99 1712 E RIVERSIDE DR STE 307 · AUSTIN, TX 78741 | Other Fees | $48,562 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $35,640 |
HOGANTAYLOR LLP8 years Service code 99 DEPT #308 PO BOX 21568 · TULSA, OK 74121 | Other Fees | $19,900 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO, INC. Service code 26 · EIN 94-1737782 | Advisory (Participants) | $5 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $693,148 | $100,923+586.8% | $150,045+362.0% | $74,304+832.9% |
| Participation rate | 98.4% | 70.1%+28.3pp | 82.3%+16.0pp | 60.3%+38.0pp |
| Annual return | 16.17% | 51.77%-35.6pp | 62.55%-46.4pp | 29.43%-13.3pp |
| Employer contribution / active EE | $14,310 | $3,463+313.2% | $4,693+204.9% | $2,241+538.5% |
| Participant deferral / active EE | $10,113 | $6,709+50.7% | $7,997+26.5% | $3,767+168.5% |
| Admin fee / account holder | $322 | $2,767-88.4% | $13,435-97.6% | $2,969-89.2% |