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 CONSULTING8+ years Service code 26 6930 CARROLL AVE. · TAKOMA PARK, MD 20912 | Advisory (Participants) | $25,000 |
ASCENSUS LLC3 years Service code 19 · EIN 11-3665754 200 DRYDEN ROAD · DRESCHER, PA 19025 | Securities Custodian | $10,515 |
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 | $114,069 | $54,355+109.9% | $82,744+37.9% | $68,486+66.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -16.76% | -13.67%-3.1pp | 702.22%-719.0pp | -7.85%-8.9pp |
| Employer contribution / active EE | $4,686 | $2,219+111.2% | $3,008+55.8% | $2,597+80.4% |
| Participant deferral / active EE | $6,304 | $3,246+94.2% | $4,395+43.4% | $4,028+56.5% |
| Admin fee / account holder | $305 | $4,397-93.1% | $5,325-94.3% | $5,404-94.4% |