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 |
|---|---|---|
BENEFIT PLANS ADMIN SERVICES, INC.10+ years Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $27,829 |
LUBBOCK NATIONAL BANK7 years Service code 21 4006 82ND STREET · LUBBOCK, TX 79423 | Bank Trustee | $25,763 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $62,969 | $86,330-27.1% | $121,871-48.3% | $94,015-33.0% |
| Participation rate | 99.0% | 66.7%+32.3pp | 73.2%+25.8pp | 70.8%+28.1pp |
| Annual return | 16.53% | 14.95%+1.6pp | 13.57%+3.0pp | 17.84%-1.3pp |
| Employer contribution / active EE | $6,259 | $2,292+173.0% | $2,731+129.2% | $2,790+124.3% |
| Participant deferral / active EE | $4,977 | $3,146+58.2% | $4,318+15.2% | $4,249+17.1% |
| Admin fee / account holder | $466 | $7,346-93.7% | $11,551-96.0% | $8,951-94.8% |