Filed August 23, 2018
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 |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: JP MORGAN CHASE Service code 21 · EIN 74-6290627 | Bank Trustee | $862,001 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVS Service code 15 · EIN 01-0233346 | Recordkeeping | $261,162 |
WESTWOOD TRUST3+ years Filed as: WESTWOOD MANAGEMENT CORP. Service code 28 208 SOUTH LASALLE STREET · CHICAGO, IL 60604 | Investment Management | $221,583 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF TEXAS WEALTH MANAGEMENT Service code 21 · EIN 74-2376834 | Bank Trustee | $170,911 |
FROST BANK3+ years Filed as: FROST NATIONAL BANK Service code 27 · EIN 74-0635455 | Advisory (Plan) | $105,946 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $102,852 |
MANNING & NAPIER1 year Service code 27 · EIN 45-3240790 | Advisory (Plan) | $85,095 |
Service code 18 · EIN 13-5160382 | Custodial (other than securities) | $61,694 |
BDO USA, LLP1 year Service code 10 · EIN 13-5381590 | Accounting | $18,872 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,578,776-100.0% | $336,864-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 0.0%0pp |
| Annual return | 8.23% | -2.85%+11.1pp | -3.29%+11.5pp | 33.37%-25.1pp |
| Employer contribution / active EE | $7,296 | $7,024+3.9% | $36,762-80.2% | $11,253-35.2% |
| Participant deferral / active EE | $0 | $0 | $11-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $6,121-100.0% | $99,113-100.0% |