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 | $45,955 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $32,864 |
HOGANTAYLOR LLP7 years Service code 99 DEPT #308 PO BOX 21568 · TULSA, OK 74121 | Other Fees | $21,650 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 26 · EIN 94-1737782 | Advisory (Participants) | $2 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $619,163 | $101,672+509.0% | $147,117+320.9% | $74,478+731.3% |
| Participation rate | 99.4% | 75.5%+23.9pp | 82.2%+17.3pp | 67.2%+32.2pp |
| Annual return | 13.29% | 8757.83%-8744.5pp | 420.54%-407.2pp | 1370.56%-1357.3pp |
| Employer contribution / active EE | $14,362 | $3,813+276.6% | $4,932+191.2% | $2,626+446.9% |
| Participant deferral / active EE | $10,565 | $7,305+44.6% | $8,065+31.0% | $4,350+142.9% |
| Admin fee / account holder | $307 | $1,753-82.5% | $12,993-97.6% | $1,946-84.2% |