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 INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $200,797 |
WHITLEY PENN LLP5+ years Filed as: WHITLEY PENN Service code 10 1400 WEST 7TH STREET · FORT WORTH, TX 76102 | Accounting | $31,020 |
CERITY PARTNERS1 year Filed as: CERITY PARTNERS RETIREMENT SERVICES Service code 16 6 E 43RD STREET · NEW YORK, NY 10017 | Consulting | $26,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $173,204 | $101,523+70.6% | $141,200+22.7% | $77,775+122.7% |
| Participation rate | 64.5% | 77.4%-12.9pp | 82.5%-18.0pp | 73.2%-8.7pp |
| Annual return | 16.61% | 56.22%-39.6pp | 71.41%-54.8pp | 32.58%-16.0pp |
| Employer contribution / active EE | $3,436 | $3,341+2.9% | $4,736-27.4% | $2,504+37.2% |
| Participant deferral / active EE | $5,846 | $6,434-9.1% | $6,710-12.9% | $3,966+47.4% |
| Admin fee / account holder | $90 | $92-1.7% | $10,265-99.1% | $100-10.1% |