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 |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC3 years Filed as: EMPLOYEE INCENTIVE PLANS, INC. Service code 12 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Recordkeeping fees; Contract Administ... | $23,923 |
CARR, RIGGS & INGRAM, LLC5 years Service code 10 2403 82ND STREET · LUBBOCK, TX 79423 | Accounting | $15,000 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,100 | $86,897+11.7% | $151,639-36.0% | $64,819+49.8% |
| Participation rate | 97.2% | 87.3%+10.0pp | 87.5%+9.7pp | 71.5%+25.8pp |
| Annual return | 0.38% | -3.57%+3.9pp | 3.34%-3.0pp | 32.84%-32.5pp |
| Employer contribution / active EE | $0 | $4,010-100.0% | $6,165-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $8,363-100.0% | $4,311-100.0% |
| Admin fee / account holder | $51 | $153-66.4% | $11,613-99.6% | $188-72.7% |