Filed December 21, 2011
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
KERNS CAPITAL MANAGEMENT3 years Service code 27 · EIN 76-0488072 9821 KATY FREEWAY · HOUSTON, TX 77024 | Advisory (Plan) | $26,597 |
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN PENSION BENEFITS Service code 13 · EIN 25-1722805 115 VIP DRIVE · WEXFORD, PA 15090 | Contract Administrator | $13,090 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities Custodian | $5,071 |
CHARLES SCHWAB & CO., INC.6+ years Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $77,070 | $52,279+47.4% | $89,400-13.8% | $79,858-3.5% |
| Participation rate | 83.3% | 57.5%+25.8pp | 68.0%+15.4pp | 69.6%+13.7pp |
| Annual return | 16.89% | 22.16%-5.3pp | 245.64%-228.7pp | 31.72%-14.8pp |
| Employer contribution / active EE | $294 | $1,572-81.3% | $2,586-88.6% | $2,471-88.1% |
| Participant deferral / active EE | $2,516 | $2,740-8.2% | $3,890-35.3% | $3,740-32.7% |
| Admin fee / account holder | $454 | $3,356-86.5% | $4,882-90.7% | $5,306-91.5% |