Filed December 7, 2015 (most recent of 2 filings on file)
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.
| Provider | Service type | Compensation |
|---|---|---|
KPMG LLP1 year Service code 10 · EIN 13-5565207 DEPT 0922 · DALLAS, TX 75312 | Accounting | $25,200 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,149 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $253,859 | $62,941+303.3% | $172,757+46.9% | $67,584+275.6% |
| Participation rate | 21.2% | 64.5%-43.2pp | 82.6%-61.4pp | 71.3%-50.1pp |
| Annual return | 21.51% | 30.36%-8.9pp | 803.06%-781.5pp | 378.59%-357.1pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,144-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $4,123 | $2,145+92.2% | $5,198-20.7% | $3,540+16.5% |
| Admin fee / account holder | $226 | $167+35.8% | $13,956-98.4% | $142+59.0% |