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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 | $51,942 |
BOKF, NA3+ years Filed as: BOKF, N.A Service code 19 5956 SHERRY LANE · DALLAS, TX 75225 | Securities Custodian | $16,578 |
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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 | $44,091-100.0% | $308,850-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.5%-48.5pp | 4.5%-4.5pp |
| Annual return | 11.92% | 10.58%+1.3pp | 14.41%-2.5pp | 13.95%-2.0pp |
| Employer contribution / active EE | $10,714 | $37,352-71.3% | $45,283-76.3% | $16,598-35.4% |
| Participant deferral / active EE | $0 | $115-100.0% | $125-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $9,941-100.0% | $612-100.0% |