Filed October 19, 2004
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 |
|---|---|---|
DAVIDSON CAPITAL MANAGEMENT5 years Service code 99 | Other Fees | $18,716 |
Filed as: VOYA RET INS AND ANNUITY CO Service code 64 | Recordkeeping Fees | $6 |
ALLIANCE BENEFIT GROUP1 year Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 99 7908 N SAM HOUSTON PKWY W, STE 500 · HOUSTON, TX 77064 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 49 · EIN 71-0294708 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $34,754 | $82,979-58.1% | $102,412-66.1% | $77,736-55.3% |
| Participation rate | 21.5% | 71.5%-50.0pp | 74.5%-53.0pp | 70.6%-49.1pp |
| Annual return | 11.76% | 19.11%-7.4pp | 24.94%-13.2pp | 31.26%-19.5pp |
| Employer contribution / active EE | $1,040 | $3,554-70.7% | $3,870-73.1% | $2,728-61.9% |
| Participant deferral / active EE | $1,901 | $4,109-53.7% | $5,060-62.4% | $4,651-59.1% |
| Admin fee / account holder | $252 | $639-60.5% | $8,388-97.0% | $433-41.9% |