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 INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $461,028 |
BLUE CHIP RETIREMENT PLANS, INC.2+ years Filed as: BLUE PRAIRIE GROUP LLC Service code 16 140 S DEARBORN · CHICAGO, IL 60603 | Consulting | $90,148 |
WHITLEY PENN LLP2+ years Filed as: WHITLEY PENN Service code 10 1400 WEST 7TH STREET · FORT WORTH, TX 76102 | Accounting | $27,609 |
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 | $152,500 | $85,635+78.1% | $123,894+23.1% | $63,975+138.4% |
| Participation rate | 94.4% | 74.9%+19.4pp | 81.4%+12.9pp | 71.1%+23.2pp |
| Annual return | 4.74% | 15.74%-11.0pp | 47.52%-42.8pp | 48.65%-43.9pp |
| Employer contribution / active EE | $11,167 | $3,076+263.0% | $4,617+141.9% | $2,182+411.8% |
| Participant deferral / active EE | $9,391 | $5,667+65.7% | $5,984+56.9% | $3,356+179.8% |
| Admin fee / account holder | $198 | $75+163.7% | $8,357-97.6% | $70+180.5% |