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 |
|---|---|---|
QUALIFIED PLANS, LLC3 years Filed as: QUALIFIED PLAN ADVISORS Service code 27 6201 COLLEGE BLVD., 7TH FLOOR · OVERLAND PARK, KS 66211 | Advisory (Plan) | $65,447 |
EPIC RETIREMENT PLAN SERVICES6+ years Filed as: TPP RETIREMENT PLAN SPECIALISTS Service code 14 · EIN 20-1301962 | Plan Administrator | $28,476 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $125,982 | $99,957+26.0% | $149,730-15.9% | $73,493+71.4% |
| Participation rate | 89.5% | 75.7%+13.8pp | 82.5%+7.0pp | 70.7%+18.8pp |
| Annual return | 18.27% | 53.87%-35.6pp | 276.70%-258.4pp | 28.51%-10.2pp |
| Employer contribution / active EE | $1,481 | $3,191-53.6% | $4,645-68.1% | $2,270-34.7% |
| Participant deferral / active EE | $5,967 | $6,073-1.7% | $6,843-12.8% | $3,740+59.6% |
| Admin fee / account holder | $407 | $551-26.2% | $9,310-95.6% | $513-20.7% |