Filed March 11, 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 |
|---|---|---|
FID INV INST OPS CO3+ years Service code 37 · EIN 04-2647786 | Loan Processing | $36,632 |
NORTON ROSE FULBRIGHT1 year Filed as: NORTON ROSE FULBRIGHT LLP Service code 13 · EIN 74-1201087 | Contract Administrator | $20,358 |
DOEREN MAYHEW2 years Filed as: DOEREN MAYHEW TEXAS, PLLC Service code 10 · EIN 36-4745545 | Accounting | $8,450 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $6,007 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $89,559 | $111,945-20.0% | $63,018+42.1% | $80,976+10.6% |
| Participation rate | 78.0% | 65.1%+13.0pp | 74.8%+3.2pp | 68.3%+9.8pp |
| Annual return | 17.15% | 17.10%0pp | 87.63%-70.5pp | 22.91%-5.8pp |
| Employer contribution / active EE | $2 | $4,590-100.0% | $2,761-99.9% | $2,402-99.9% |
| Participant deferral / active EE | $5,501 | $3,579+53.7% | $3,330+65.2% | $3,848+42.9% |
| Admin fee / account holder | $5 | $24-78.6% | $3,601-99.9% | $67-92.2% |