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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $243,328 |
MERCER1 year Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $60,000 |
WHITLEY PENN LLP6+ years Filed as: WHITLEY PENN Service code 10 1400 WEST 7TH STREET · FORT WORTH, TX 76102 | Accounting | $42,491 |
CERITY PARTNERS2 years Filed as: CERITY PARTNERS RETIREMENT SERVICES Service code 16 6 E 43RD STREET · NEW YORK, NY 10017 | Consulting | $14,847 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,889 | $127,481+33.3% | $149,751+13.4% | $90,274+88.2% |
| Participation rate | 93.4% | 78.2%+15.2pp | 82.5%+10.9pp | 73.4%+20.1pp |
| Annual return | 39.39% | 57.78%-18.4pp | 276.71%-237.3pp | 53.97%-14.6pp |
| Employer contribution / active EE | $3,579 | $3,448+3.8% | $4,646-23.0% | $2,523+41.8% |
| Participant deferral / active EE | $11,713 | $6,975+67.9% | $6,843+71.2% | $4,231+176.9% |
| Admin fee / account holder | $115 | $152-24.2% | $9,312-98.8% | $114+0.8% |