Filed January 21, 2005 (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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
RUDD & WISDOM, INC.10+ years Filed as: RUDD & WISDOM, INC Service code 11 · EIN 74-1896655 | Actuarial | $119,152 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $77,154 |
FROST BANK10+ years Filed as: FROST NATIONAL BANK Service code 21 · EIN 74-6036463 | Bank Trustee | $32,020 |
FEDERATED10+ years Filed as: FEDERATED MDTA, LLC Service code 28 · EIN 94-3267050 | Investment Management | $25,719 |
SAGE ADVISORY SERVICES8 years Filed as: SAGE ADVISORY SERVICES LLC Service code 28 · EIN 74-2798841 | Investment Management | $18,738 |
ATCHLEY & ASSOCIATES8 years Service code 10 · EIN 74-2920819 | Accounting | $16,002 |
CAMBIAR INVESTORS LLC10+ years Filed as: CAMBIAR Service code 28 · EIN 84-1596610 | Investment Management | $14,849 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $24,265-100.0% | $134,556-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 18.2%-18.2pp | 10.4%-10.4pp |
| Annual return | 10.22% | 8.94%+1.3pp | 7.17%+3.0pp | 9.31%+0.9pp |
| Employer contribution / active EE | $18,229 | $25,144-27.5% | $29,386-38.0% | $13,179+38.3% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $623-100.0% | $193-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $8,606-100.0% | $4,785-100.0% |