Filed September 28, 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 |
|---|---|---|
QP CONSULTING2+ years Service code 16 6930 CARROLL AVE · TAKOMA PARK, MD 20912 | Consulting | $25,000 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 63 · EIN 11-3665754 | 12b-1 Fees | $10,013 |
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 | $100,946 | $56,054+80.1% | $171,082-41.0% | $62,881+60.5% |
| Participation rate | 75.3% | 62.9%+12.4pp | 76.7%-1.4pp | 69.3%+6.0pp |
| Annual return | 8.90% | 22.52%-13.6pp | 32.56%-23.7pp | 20.14%-11.2pp |
| Employer contribution / active EE | $2,941 | $1,731+69.9% | $4,002-26.5% | $2,281+28.9% |
| Participant deferral / active EE | $3,466 | $3,158+9.7% | $4,797-27.8% | $3,203+8.2% |
| Admin fee / account holder | $311 | $3,647-91.5% | $8,520-96.3% | $4,296-92.8% |