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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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% | $159,487+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 | 263.71%-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% |