Filed June 14, 2016 (most recent of 3 filings on file)
Total covered: 87 employees
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 |
|---|---|---|
Service code 27 · EIN 04-3638035 | Advisory (Plan) | $75,000 |
HAYNES AND BOONE, LLP3 years Service code 29 · EIN 75-1312888 | Legal | $24,805 |
MELTON & MELTON LLP2 years Service code 10 · EIN 74-1550819 | Accounting | $23,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$26,659 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,995 | $104,631+134.2% | $98,462+148.8% | $80,187+205.5% |
| Participation rate | 99.0% | 87.5%+11.5pp | 75.2%+23.9pp | 72.9%+26.1pp |
| Annual return | 21.36% | 34.72%-13.4pp | 21.20%+0.2pp | 40.40%-19.0pp |
| Employer contribution / active EE | $10,615 | $4,517+135.0% | $3,049+248.2% | $2,980+256.3% |
| Participant deferral / active EE | $10,871 | $6,545+66.1% | $4,738+129.4% | $5,016+116.7% |
| Admin fee / account holder | $32 | $105-69.6% | $8,875-99.6% | $145-78.0% |