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, INC6+ years Filed as: ATLASMARK Service code 16 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Consulting | $180,044 |
EMPLOYEE FIDUCIARY, LLC3 years Filed as: EMPLOYEE INCENTIVE PLANS, INC. Service code 12 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Contract Administrator; Participant l... | $52,858 |
Filed as: FIDELITY BROKERAGE SERVICES LLC Service code 12 200 SEAPORT BLVD. · BOSTON, MA 02210 | Other services; Claims processing; Cu... | $37,603 |
CARR, RIGGS & INGRAM, LLC5 years Service code 10 2403 82ND STREET · LUBBOCK, TX 79423 | Accounting | $18,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,111 | $129,227-37.2% | $184,256-56.0% | $77,762+4.3% |
| Participation rate | 75.7% | 87.4%-11.7pp | 86.8%-11.1pp | 70.6%+5.1pp |
| Annual return | 12.81% | 33.24%-20.4pp | 28.85%-16.0pp | 31.27%-18.5pp |
| Employer contribution / active EE | $2,988 | $4,412-32.3% | $6,427-53.5% | $2,728+9.5% |
| Participant deferral / active EE | $5,467 | $7,307-25.2% | $9,133-40.1% | $4,651+17.6% |
| Admin fee / account holder | $504 | $256+97.3% | $13,899-96.4% | $433+16.5% |