Filed December 29, 1992
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 |
|---|---|---|
USI CONSULTING GROUP1 year Filed as: USI Service code 11 · EIN 06-1053228 | Actuarial | $208,847 |
PLAINS CAPITAL BANK10+ years Filed as: PLAINSCAPITAL BANK Service code 21 · EIN 75-0910774 | Bank Trustee | $58,482 |
D. WILLIAMS & CO. INC.1 year Service code 10 · EIN 75-2512581 | Accounting | $15,200 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $340,936-100.0% | - | $340,936-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 31.0%-31.0pp |
| Annual return | 2.51% | -1.61%+4.1pp | 0.11%+2.4pp | 14.18%-11.7pp |
| Employer contribution / active EE | $0 | $36,166-100.0% | $26,552-100.0% | $33,339-100.0% |
| Participant deferral / active EE | $0 | $89-100.0% | $370-100.0% | $68-100.0% |
| Admin fee / account holder | $0 | $17,688-100.0% | - | $17,688-100.0% |