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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HOISINGTON INVESTMENT MANAGEMENT CO Service code 28 6836 BEE CAVES ROAD, BUILDING 2 · AUSTIN, TX 78746 | Investment Management | $51,323 |
BOKF, NA1+ years Filed as: BOKF, N.A Service code 19 5956 SHERRY LANE · DALLAS, TX 75225 | Securities Custodian | $16,274 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $74,707-100.0% | $252,559-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 15.0%-15.0pp | 50.9%-50.9pp | 4.3%-4.3pp |
| Annual return | -2.53% | -0.16%-2.4pp | -1.68%-0.8pp | 2.81%-5.3pp |
| Employer contribution / active EE | $8,462 | $33,118-74.5% | $44,959-81.2% | $16,358-48.3% |
| Participant deferral / active EE | $0 | $4,411-100.0% | $330-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $32-100.0% | $12,994-100.0% | $1,639-100.0% |