Filed November 3, 1998
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 |
|---|---|---|
FROST BANK2+ years Service code 21 · EIN 74-6378586 | Bank Trustee | $100,844 |
THE BOGDHAN GROUP2+ years Service code 28 · EIN 59-3676225 | Investment Management | $54,250 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP Service code 11 · EIN 27-2037969 8350 N CENTRAL EXPRESSWAY, STE 900 · DALLAS, TX 75206 | Actuarial | $36,000 |
HOWARD LLP1 year Service code 10 · EIN 20-2257536 8350 MEADOW ROAD, SUITE 286 · DALLAS, TX 75231 | Accounting | $7,251 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $44,091-100.0% | $144,462-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 4.5%-4.5pp |
| Annual return | 10.07% | 22.74%-12.7pp | 16.78%-6.7pp | 13.95%-3.9pp |
| Employer contribution / active EE | $0 | $16,157-100.0% | $26,328-100.0% | $16,598-100.0% |
| Participant deferral / active EE | $0 | $350-100.0% | $97-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $20,893-100.0% | $612-100.0% |