Filed December 8, 2004 (most recent of 2 filings on file)
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.
| Provider | Service type | Compensation |
|---|---|---|
SHEPARD SCHWARTZ & HARRIS LLP2+ years Filed as: SHEPARD KAPLAN LLC Service code 28 · EIN 83-0368447 | Investment Management | $1,970,229 |
Filed as: CONDUENT HR SERVICES, LLC Service code 15 · EIN 04-3609848 | Recordkeeping | $1,567,072 |
FINANCIAL SOLUTIONS MIDWEST, LLC2+ years Filed as: FINANCIAL SOLUTIONS, INC. Service code 28 · EIN 73-1478975 | Investment Management | $1,344,818 |
GOLDMAN SACHS1 year Filed as: GRT CAPITAL PARTNERS LLC Service code 28 · EIN 04-3565812 | Investment Management | $1,264,842 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 21 · EIN 04-1867445 | Bank Trustee | $548,068 |
PIMCO FUNDS1 year Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $537,738 |
VINSON & ELKINS LLP2+ years Filed as: VINSON AND ELKINS LLP Service code 29 · EIN 74-1183015 | Legal | $440,364 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 · EIN 95-3046237 | Investment Management | $377,359 |
Filed as: HOISINGTON INVESTMENT MANAGEMENT CO Service code 28 · EIN 74-2126765 | Investment Management | $360,930 |
H.E. BUTT GROCERY2+ years Service code 14 · EIN 74-0537175 | Plan Administrator | $312,070 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,435 | $38,963+44.8% | $71,793-21.4% | $329,111-82.9% |
| Participation rate | 60.0% | 53.8%+6.3pp | 69.1%-9.1pp | 67.9%-7.8pp |
| Annual return | 9.88% | 9.85%0pp | 78.04%-68.2pp | 16.35%-6.5pp |
| Employer contribution / active EE | $1,052 | $758+38.8% | $1,924-45.3% | $2,303-54.3% |
| Participant deferral / active EE | $1,892 | $1,286+47.1% | $2,794-32.3% | $3,682-48.6% |
| Admin fee / account holder | $268 | $50+431.3% | $4,815-94.4% | $754-64.4% |