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 INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $169,529 |
MERCER4 years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $66,000 |
WHITLEY PENN LLP9+ years Filed as: WHITLEY PENN Service code 10 1400 WEST 7TH STREET · FORT WORTH, TX 76102 | Accounting | $38,110 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $154,473 | $107,415+43.8% | $135,998+13.6% | $80,187+92.6% |
| Participation rate | 92.0% | 78.0%+14.0pp | 81.9%+10.1pp | 72.9%+19.1pp |
| Annual return | 15.81% | 91.99%-76.2pp | 68.37%-52.6pp | 40.40%-24.6pp |
| Employer contribution / active EE | $5,099 | $3,878+31.5% | $4,860+4.9% | $2,980+71.1% |
| Participant deferral / active EE | $7,999 | $8,189-2.3% | $7,761+3.1% | $5,016+59.5% |
| Admin fee / account holder | $123 | $127-3.3% | $10,769-98.9% | $145-15.3% |