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 INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $165,507 |
MERCER3 years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $75,000 |
WHITLEY PENN LLP8+ years Filed as: WHITLEY PENN Service code 10 1400 WEST 7TH STREET · FORT WORTH, TX 76102 | Accounting | $32,900 |
T ROWE PRICE RPS INC8+ years Filed as: T ROWE PRICE RPS INC. Service code 15 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,222 | $95,388+51.2% | $125,401+15.0% | $77,906+85.1% |
| Participation rate | 92.5% | 78.6%+13.9pp | 82.4%+10.1pp | 73.7%+18.8pp |
| Annual return | -14.50% | 116.19%-130.7pp | 572.53%-587.0pp | 12.16%-26.7pp |
| Employer contribution / active EE | $3,291 | $3,666-10.2% | $4,816-31.7% | $2,846+15.6% |
| Participant deferral / active EE | $7,499 | $7,711-2.7% | $7,448+0.7% | $4,805+56.1% |
| Admin fee / account holder | $125 | $119+5.5% | $10,008-98.7% | $133-5.5% |