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 INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $159,755 |
MERCER2 years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $45,000 |
WHITLEY PENN LLP7+ years Filed as: WHITLEY PENN Service code 10 1400 WEST 7TH STREET · FORT WORTH, TX 76102 | Accounting | $30,462 |
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 | $195,273 | $120,450+62.1% | $159,495+22.4% | $93,010+109.9% |
| Participation rate | 87.5% | 78.0%+9.5pp | 82.8%+4.7pp | 73.9%+13.6pp |
| Annual return | 12.62% | 27.11%-14.5pp | 263.72%-251.1pp | 158.70%-146.1pp |
| Employer contribution / active EE | $0 | $3,526-100.0% | $4,831-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $7,495 | $7,283+2.9% | $7,354+1.9% | $4,561+64.3% |
| Admin fee / account holder | $93 | $137-32.3% | $10,804-99.1% | $152-39.0% |