Filed January 10, 1997 (most recent of 3 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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 75-1630300 | Investment Management | $195,978 |
Filed as: TOWERS WATSON DELAWARE INC. Service code 21 · EIN 74-2585073 | Bank Trustee | $55,510 |
FROST BANK1 year Filed as: FROST NATIONAL BANK Service code 21 · EIN 74-2585073 | Bank Trustee | $14,479 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PANNELL KERR FOSTER OF TEXAS, PC Service code 10 · EIN 76-0356844 | Accounting | $11,845 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $0 | $1,723,788-100.0% | $105,260-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 1.9%-1.9pp | 21.7%-21.7pp | 1.9%-1.9pp |
| Annual return | 16.11% | 23.90%-7.8pp | 9.21%+6.9pp | 23.90%-7.8pp |
| Employer contribution / active EE | $13,746 | $16,539-16.9% | $35,088-60.8% | $16,539-16.9% |
| Participant deferral / active EE | $0 | $350-100.0% | $163-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $4,019-100.0% | $18,975-100.0% |