Filed February 7, 2005 (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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LOCKTON INVESTMENT ADVISORS Service code 16 PO BOX 219153 · KANSAS CITY, MO 64187 | Consulting | $27,325 |
WHITLEY PENN LLP2+ years Filed as: WHITLEY PENN Service code 10 · EIN 75-2393478 | Accounting | $24,934 |
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE RET PLAN SERVICES Service code 27 · EIN 52-1714114 | Advisory (Plan) | $5,796 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,957 | $74,024+33.7% | $78,002+26.9% | $57,658+71.6% |
| Participation rate | 96.6% | 79.7%+16.9pp | 75.5%+21.1pp | 70.2%+26.4pp |
| Annual return | 11.60% | 12.14%-0.5pp | 425.99%-414.4pp | 5.13%+6.5pp |
| Employer contribution / active EE | $6,176 | $2,365+161.1% | $2,470+150.0% | $1,974+212.9% |
| Participant deferral / active EE | $9,095 | $3,533+157.4% | $3,497+160.1% | $3,061+197.2% |
| Admin fee / account holder | $55 | $93-40.9% | $5,481-99.0% | $95-41.7% |