Filed February 1, 1996
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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSIONMARK Service code 27 · EIN 61-1758632 | Advisory (Plan) | $55,949 |
KERNS CAPITAL MANAGEMENT2+ years Filed as: KERNS CAPITAL MANAGEMENT INC Service code 27 · EIN 74-6048807 | Advisory (Plan) | $46,320 |
M L KERNS & ASSOCIATES LLC2+ years Service code 13 · EIN 25-1905808 | Contract Administrator | $10,679 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN PENSION BENEFITS Service code 13 · EIN 25-1722805 115 VIP DRIVE · WEXFORD, PA 15090 | Contract Administrator | $9,903 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,755 | $63,924-12.8% | $108,582-48.7% | $55,167+1.1% |
| Participation rate | 90.2% | 74.3%+15.8pp | 79.6%+10.6pp | 69.0%+21.2pp |
| Annual return | 7.52% | 15.31%-7.8pp | -51.70%+59.2pp | 169.23%-161.7pp |
| Employer contribution / active EE | $1,212 | $1,879-35.5% | $3,758-67.7% | $1,963-38.2% |
| Participant deferral / active EE | $4,578 | $3,067+49.3% | $4,311+6.2% | $3,054+49.9% |
| Admin fee / account holder | $502 | $618-18.7% | $7,645-93.4% | $504-0.3% |