Filed December 30, 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 |
|---|---|---|
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $23,008 |
MCPHILLIPS, ROBERTS & DEANS, PLC1+ years Service code 13 · EIN 54-1921942 | Contract Administrator | $8,240 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 · EIN 84-1532243 | Investment Management | $5,911 |
NFP RETIREMENT INC1+ years Filed as: NFP RETIREMENT DBA 401K ADVISORS Service code 27 · EIN 33-0905143 | Advisory (Plan) | $3,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,359 | $37,044+3.5% | $71,796-46.6% | $57,658-33.5% |
| Participation rate | 29.6% | 61.1%-31.5pp | 69.1%-39.5pp | 70.2%-40.6pp |
| Annual return | 5.92% | 12.64%-6.7pp | 78.04%-72.1pp | 5.13%+0.8pp |
| Employer contribution / active EE | $177 | $720-75.4% | $1,924-90.8% | $1,974-91.0% |
| Participant deferral / active EE | $1,183 | $1,974-40.1% | $2,794-57.7% | $3,061-61.4% |
| Admin fee / account holder | $67 | $101-34.1% | $4,815-98.6% | $95-29.6% |