Filed October 18, 2004
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 LLC5+ years Filed as: JP MORGAN CHASE Service code 19 · EIN 76-0400240 PO BOX 710812 · COLUMBUS, OH 432710812 | Securities Custodian | $336,751 |
LUTHER KING CAPITAL MANAGEMENT5+ years Service code 27 · EIN 75-0163033 310 COMMERCE ST · FT WORTH, TX 76102 | Advisory (Plan) | $182,833 |
EAGLE CAPITAL MANAGEMENT, LLC5+ years Filed as: EAGLE ASSET MANAGEMENT, INC. Service code 27 · EIN 75-1910325 8800 CARILLON PKWY · ST PETERBURG, FL 337330520 | Advisory (Plan) | $129,479 |
BOKF, NA2 years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $42,756 |
DECKER JONES, P.C.1 year Service code 29 · EIN 75-2305837 801 CHERRY STREET, UNIT 46 · FORT WORTH, TX 76102 | Legal | $296 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,109 | $176,491-31.4% | $95,952+26.2% | $90,288+34.1% |
| Participation rate | 100.0% | 86.6%+13.4pp | 77.1%+22.9pp | 73.4%+26.6pp |
| Annual return | 6.11% | 20.14%-14.0pp | 91.61%-85.5pp | 53.97%-47.9pp |
| Employer contribution / active EE | $0 | $2,789-100.0% | $2,541-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $4,003 | $5,340-25.0% | $4,167-3.9% | $4,232-5.4% |
| Admin fee / account holder | $359 | $154+133.3% | $6,795-94.7% | $114+215.1% |