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 |
|---|---|---|
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH+BROWN, P.C. Service code 10 · EIN 22-2027092 | Accounting | $11,845 |
CARPENTER MORSE GROUP5 years Service code 14 · EIN 81-4636200 | Plan Administrator | $5,787 |
H BECK INC3 years Filed as: H BECK Service code 55 | Other Commissions | $4,540 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,602 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,267 | $53,774-51.2% | $134,162-80.4% | $79,852-67.1% |
| Participation rate | 1.1% | 58.8%-57.7pp | 72.2%-71.1pp | 69.6%-68.5pp |
| Annual return | 9.82% | 19.01%-9.2pp | 36.35%-26.5pp | 31.72%-21.9pp |
| Employer contribution / active EE | $258 | $1,322-80.5% | $3,705-93.0% | $2,471-89.6% |
| Participant deferral / active EE | $907 | $2,420-62.5% | $3,500-74.1% | $3,740-75.8% |
| Admin fee / account holder | $283 | $3,985-92.9% | $6,685-95.8% | $5,306-94.7% |