Filed December 29, 1998
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 |
|---|---|---|
ATLASMARK FINANCIAL, INC2 years Filed as: ATLASMARK Service code 16 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Consulting | $174,833 |
EMPLOYEE FIDUCIARY, LLC3+ years Filed as: EMPLOYEE INCENTIVE PLANS INC. Service code 12 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Claims processing; Recordkeeping and ... | $107,897 |
THE LAM GROUP, INC3+ years Filed as: LAM & COMPANY PC Service code 10 7602 UNIVERSITY AVENUE · LUBBOCK, TX 794232138 | Accounting | $24,006 |
Filed as: FIDELITY BROKERAGE SERVICES LLC Service code 12 200 SEAPORT BLVD. · BOSTON, MA 02210 | Custodial (securities); Claims proces... | $12,506 |
Service code 70 4021 84TH STREET · LUBBOCK, TX 79723 | Consulting Fees | $8,477 |
SHESHUNOFF & CO3+ years Service code 34 801 VIA FORTUNA SUITE 625 · AUSTIN, TX 78746 | Direct payment from the plan; Valuati... | $6,000 |
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 | $81,778 | $81,537+0.3% | $149,721-45.4% | $69,631+17.4% |
| Participation rate | 99.7% | 86.1%+13.6pp | 87.1%+12.6pp | 70.7%+29.0pp |
| Annual return | 13.43% | 22.79%-9.4pp | 1501.67%-1488.2pp | 27571.02%-27557.6pp |
| Employer contribution / active EE | $2,720 | $3,239-16.0% | $5,444-50.0% | $2,032+33.8% |
| Participant deferral / active EE | $3,565 | $4,994-28.6% | $6,568-45.7% | $3,224+10.6% |
| Admin fee / account holder | $0 | $107-100.0% | $11,282-100.0% | $110-100.0% |