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 INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $275,377 |
Filed as: BLUE PRAIRIE GROUP, LLC Service code 16 PO BOX 2750 · CHICAGO, IL 60604 | Consulting | $91,745 |
WHITLEY PENN LLP4+ years Filed as: WHITLEY PENN Service code 10 1400 WEST 7TH STREET · FORT WORTH, TX 76102 | Accounting | $20,622 |
LJ MOSBY, P.C.1 year Service code 10 11511 KATY FREEWAY · HOUSTON, TX 77079 | Accounting | $9,455 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,730 | $88,874+70.7% | $123,553+22.8% | $75,289+101.5% |
| Participation rate | 92.1% | 75.9%+16.2pp | 82.3%+9.8pp | 72.4%+19.6pp |
| Annual return | 8.44% | 4.22%+4.2pp | 119.21%-110.8pp | -0.04%+8.5pp |
| Employer contribution / active EE | $4,993 | $3,256+53.4% | $4,628+7.9% | $2,405+107.6% |
| Participant deferral / active EE | $8,011 | $6,174+29.8% | $6,426+24.7% | $3,739+114.3% |
| Admin fee / account holder | $136 | $95+44.1% | $9,284-98.5% | $102+33.1% |