Filed June 14, 2016 (most recent of 3 filings on file)
Total covered: 87 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-3638035 | Advisory (Plan) | $100,000 |
MELTON & MELTON LLP1 year Service code 10 · EIN 74-1550819 | Accounting | $25,295 |
HAYNES AND BOONE, LLP2 years Service code 29 · EIN 75-1312888 | Legal | $9,843 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$44,534 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,173 | $136,266+61.6% | $90,767+142.6% | $77,906+182.6% |
| Participation rate | 97.6% | 86.6%+11.0pp | 75.7%+21.9pp | 73.7%+23.9pp |
| Annual return | -14.98% | -11.32%-3.7pp | -12.16%-2.8pp | 12.16%-27.1pp |
| Employer contribution / active EE | $10,386 | $4,215+146.4% | $2,922+255.4% | $2,846+264.9% |
| Participant deferral / active EE | $10,809 | $6,353+70.1% | $4,565+136.8% | $4,805+124.9% |
| Admin fee / account holder | $29 | $399-92.7% | $8,445-99.7% | $133-78.1% |