Filed March 21, 2006 (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.
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 |
|---|---|---|
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $173,605 |
MERCER5 years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $85,963 |
Filed as: MCCONNELL AND JONES Service code 10 4828 LOOP CENTRAL DRIVE · HOUSTON, TX 77081 | Accounting | $27,800 |
WHITLEY PENN LLP10+ years Filed as: WHITLEY PENN Service code 10 1400 WEST 7TH STREET · FORT WORTH, TX 76102 | Accounting | $5,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,019 | $122,128+54.0% | $147,080+27.8% | $199,960-6.0% |
| Participation rate | 95.6% | 78.2%+17.4pp | 82.2%+13.4pp | 72.0%+23.6pp |
| Annual return | 13.78% | 30.58%-16.8pp | 420.17%-406.4pp | 34.28%-20.5pp |
| Employer contribution / active EE | $6,869 | $4,093+67.8% | $4,933+39.2% | $3,036+126.3% |
| Participant deferral / active EE | $10,482 | $8,484+23.6% | $8,066+30.0% | $5,087+106.1% |
| Admin fee / account holder | $145 | $180-19.1% | $12,989-98.9% | $269-46.0% |