Filed March 24, 2006
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 |
|---|---|---|
ATLASMARK FINANCIAL, INC3 years Service code 16 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Consulting | $10,265 |
EMPLOYEE FIDUCIARY, LLC1 year Filed as: EMPLOYEE INCENTIVE PLANS, INC. Service code 12 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Recordkeeping and information managem... | $3,666 |
Filed as: FIDELITY BROKERAGE SERVICES, INC. Service code 12 200 SEAPORT BLVD. · BOSTON, MA 02210 | Other services; Claims processing; Cu... | $3,666 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $455,008 | $55,470+720.3% | $155,556+192.5% | $74,478+510.9% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 12.80% | 269.80%-257.0pp | 64.84%-52.0pp | 1370.56%-1357.8pp |
| Employer contribution / active EE | $18,480 | $2,267+715.3% | $4,675+295.3% | $2,626+603.7% |
| Participant deferral / active EE | $13,125 | $2,838+362.5% | $5,631+133.1% | $4,350+201.7% |
| Admin fee / account holder | $620 | $1,744-64.5% | $15,885-96.1% | $1,946-68.1% |