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 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% | $125,391+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 | 572.41%-586.9pp | 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% | $10,009-98.7% | $133-5.5% |