Filed January 12, 2013
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 |
|---|---|---|
GUIDESTONE FINANCIAL RESOURCES2+ years Service code 27 · EIN 75-0939949 2401 CEDAR SPRINGS ROAD · DALLAS, TX 752011498 | Advisory (Plan) | $3,788 |
GUIDESTONE CAPITAL MANAGEMENT2+ years Service code 28 · EIN 75-2275211 2401 CEDAR SPRINGS ROAD · DALLAS, TX 752011498 | Investment Management | $0 |
GUIDESTONE FUNDS2+ years Service code 15 · EIN 75-2892499 2401 CEDAR SPRINGS ROAD · DALLAS, TX 752011498 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $16,622 | $39,859-58.3% | $78,676-78.9% | $57,658-71.2% |
| Participation rate | 12.4% | 66.1%-53.7pp | 73.6%-61.2pp | 70.2%-57.9pp |
| Annual return | 11.95% | 18.96%-7.0pp | 62.19%-50.2pp | 5.13%+6.8pp |
| Employer contribution / active EE | $189 | $1,786-89.4% | $2,850-93.4% | $1,974-90.4% |
| Participant deferral / active EE | $364 | $2,248-83.8% | $3,517-89.7% | $3,061-88.1% |
| Admin fee / account holder | $62 | $76-18.5% | $4,510-98.6% | $95-34.3% |