Filed June 14, 2016 (most recent of 3 filings on file)
Total covered: 87 employees
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| Provider | Service type | Compensation |
|---|---|---|
HAYNES AND BOONE, LLP1 year Service code 29 · EIN 75-1312888 | Legal | $32,560 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$124,061 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $275,424 | $114,195+141.2% | $106,554+158.5% | $93,010+196.1% |
| Participation rate | 94.5% | 86.4%+8.1pp | 76.1%+18.3pp | 73.9%+20.6pp |
| Annual return | 17.44% | 22.18%-4.7pp | 26.80%-9.4pp | 158.70%-141.3pp |
| Employer contribution / active EE | $7,750 | $4,009+93.3% | $2,819+174.9% | $2,705+186.5% |
| Participant deferral / active EE | $9,096 | $5,908+53.9% | $4,398+106.8% | $4,561+99.4% |
| Admin fee / account holder | -$30 | $105-128.8% | $7,408-100.4% | $152-119.9% |