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.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Filed as: T ROWE PRICE RPS INC. Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $62,500 |
BLUE CHIP RETIREMENT PLANS, INC.1+ years Filed as: BLUE PRAIRIE GROUP LLC Service code 27 140 S DEARBORN · CHICAGO, IL 60603 | Advisory (Plan) | $39,000 |
WHITLEY PENN LLP1+ years Filed as: WHITLEY PENN Service code 10 1400 WEST 7TH STREET · FORT WORTH, TX 76102 | Accounting | $34,602 |
T ROWE PRICE RPS INC1+ years Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,081 | $86,791+51.0% | $115,038+13.9% | $59,188+121.5% |
| Participation rate | 95.1% | 72.8%+22.3pp | 81.4%+13.8pp | 69.4%+25.7pp |
| Annual return | -1.06% | 4.44%-5.5pp | 26.14%-27.2pp | 5.51%-6.6pp |
| Employer contribution / active EE | $10,772 | $2,950+265.2% | $4,608+133.8% | $2,098+413.5% |
| Participant deferral / active EE | $9,893 | $5,298+86.7% | $6,026+64.2% | $3,265+203.0% |
| Admin fee / account holder | $37 | $95-61.2% | $8,175-99.5% | $92-60.1% |