Filed October 28, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
OAKVIEW CAPITAL MANAGEMENT2+ years Service code 28 3963 MAPLE AVENUE, SUITE 490 · DALLAS, TX 75219 | Investment Management | $37,062 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $76,418-100.0% | $350,496-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 31.4%-31.4pp | 11.3%-11.3pp |
| Annual return | 2.12% | 10.91%-8.8pp | 12.88%-10.8pp | 10.41%-8.3pp |
| Employer contribution / active EE | $4,286 | $12,279-65.1% | $40,010-89.3% | $14,691-70.8% |
| Participant deferral / active EE | $0 | $9-100.0% | $66-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $4,558-100.0% | $7,226-100.0% | $2,646-100.0% |