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| Provider | Service type | Compensation |
|---|---|---|
PLAINS CAPITAL BANK1+ years Service code 21 · EIN 75-0910774 | Bank Trustee | $109,284 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $52,729-100.0% | $202,986-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 26.9%-26.9pp | 12.6%-12.6pp |
| Annual return | -4.60% | 1.12%-5.7pp | 2.04%-6.6pp | 4.56%-9.2pp |
| Employer contribution / active EE | $12,987 | $8,854+46.7% | $57,418-77.4% | $15,526-16.4% |
| Participant deferral / active EE | $0 | $461-100.0% | $123-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $255,353-100.0% | $1,711-100.0% |