Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: HOISINGTON INVESTMENT MANAGEMENT CO Service code 28 6836 BEE CAVES ROAD, BUILDING 2 · AUSTIN, TX 78746 | Investment Management | $54,778 |
BOKF, NA2+ years Filed as: BOKF, N.A Service code 19 5956 SHERRY LANE · DALLAS, TX 75225 | Securities Custodian | $16,340 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant 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 | $49,677-100.0% | $264,156-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 45.6%-45.6pp | 3.6%-3.6pp |
| Annual return | 7.15% | 4.43%+2.7pp | 4.74%+2.4pp | 11.88%-4.7pp |
| Employer contribution / active EE | $4,505 | $35,917-87.5% | $46,220-90.3% | $14,612-69.2% |
| Participant deferral / active EE | $0 | $1,335-100.0% | $248-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $12,050-100.0% | $637-100.0% |