Filed December 10, 1992
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 |
|---|---|---|
LAWING FINANCIAL2+ years Service code 27 · EIN 48-1188446 | Advisory (Plan) | $59,679 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: TPP RETIREMENT PLAN SPECIALISTS Service code 14 · EIN 20-1301962 | Plan Administrator | $37,457 |
PICKETT, CHANEY & MCMULLEN LLP2+ years Filed as: PICKETT, CHANEY & MCMULLEN Service code 10 · EIN 48-1246310 | Accounting | $6,975 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,860 | $75,183+34.2% | $123,894-18.6% | $55,167+82.8% |
| Participation rate | 92.7% | 72.8%+19.9pp | 81.4%+11.3pp | 69.0%+23.7pp |
| Annual return | 8.65% | 19.01%-10.4pp | 47.52%-38.9pp | 169.23%-160.6pp |
| Employer contribution / active EE | $1,466 | $2,823-48.1% | $4,617-68.3% | $1,963-25.3% |
| Participant deferral / active EE | $5,157 | $5,084+1.4% | $5,984-13.8% | $3,054+68.9% |
| Admin fee / account holder | $480 | $663-27.5% | $8,357-94.3% | $504-4.7% |