Filed August 8, 2006
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 |
|---|---|---|
NATIONAL BENEFIT SERVICES, LLC1+ years Filed as: NATIONAL BENEFIT SERVICES Service code 26 · EIN 20-3886993 | Advisory (Participants) | $63,131 |
NATIONWIDE1+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $56,149 |
Filed as: MEEDER INVESTMENT MANAGEMENT Service code 26 · EIN 31-1332744 | Advisory (Participants) | $54,813 |
WINSTEAD PC1+ years Filed as: WINSTEAD Service code 29 102 WEST MOORE AVENUE · TERRELL, TX 75160 | Legal | $22,652 |
WHITLEYPENN1+ years Service code 10 1400 WEST 7TH ST STE 400 · FORT WORTH, TX 76102 | Accounting | $17,312 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN NAT BANK OF TEXAS Service code 21 102 WEST MOORE AVE · TERRELL, TX 75160 | Bank Trustee | $8,302 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,102 | $68,413+24.4% | $123,104-30.9% | $55,191+54.2% |
| Participation rate | 84.2% | 84.5%-0.3pp | 86.8%-2.6pp | 69.2%+15.0pp |
| Annual return | 0.11% | 6.30%-6.2pp | 13.22%-13.1pp | 10.78%-10.7pp |
| Employer contribution / active EE | $3,578 | $3,050+17.3% | $5,151-30.5% | $1,899+88.4% |
| Participant deferral / active EE | $3,916 | $4,490-12.8% | $6,230-37.1% | $3,046+28.5% |
| Admin fee / account holder | $278 | $88+216.3% | $9,015-96.9% | $91+205.9% |