Filed January 17, 2006 (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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $52,201 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $38,988 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,074 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $12,750 |
PKF O'CONNOR DAVIES, LLP5 years Filed as: PANNELL KERR FORSTER OF TEXAS, P.C Service code 10 · EIN 76-0356844 | Accounting | $9,125 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,088 | $83,023+135.0% | $102,437+90.4% | $77,762+150.9% |
| Participation rate | 95.1% | 71.5%+23.5pp | 74.5%+20.6pp | 70.6%+24.5pp |
| Annual return | 17.00% | 19.12%-2.1pp | 24.95%-7.9pp | 31.27%-14.3pp |
| Employer contribution / active EE | $3,550 | $3,552-0.1% | $3,871-8.3% | $2,728+30.1% |
| Participant deferral / active EE | $11,516 | $4,110+180.2% | $5,060+127.6% | $4,651+147.6% |
| Admin fee / account holder | $362 | $639-43.3% | $8,388-95.7% | $433-16.4% |