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 INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $362,101 |
BLUE CHIP RETIREMENT PLANS, INC.3+ years Filed as: BLUE PRAIRIE GROUP LLC Service code 27 PO BOX 2750 · CHICAGO, IL 60604 | Advisory (Plan) | $52,533 |
WHITLEY PENN LLP3+ years Filed as: WHITLEY PENN Service code 10 1400 WEST 7TH STREET · FORT WORTH, TX 76102 | Accounting | $25,615 |
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 | $164,297 | $96,458+70.3% | $136,298+20.5% | $77,958+110.8% |
| Participation rate | 81.0% | 75.4%+5.6pp | 81.9%-0.9pp | 71.6%+9.3pp |
| Annual return | 11.66% | 23.78%-12.1pp | 5156.27%-5144.6pp | 20.87%-9.2pp |
| Employer contribution / active EE | $3,956 | $3,144+25.8% | $4,696-15.8% | $2,310+71.2% |
| Participant deferral / active EE | $6,755 | $5,902+14.5% | $6,247+8.1% | $3,537+91.0% |
| Admin fee / account holder | $156 | $80+93.6% | $9,244-98.3% | $97+59.9% |