Filed December 31, 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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: PENSION CONSULTANTS INC Service code 99 300 S CAMPBELL AVE · SPRINGFIELD, MO 65806 | Other Fees | $31,667 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,678 |
HOGANTAYLOR LLP2 years Service code 10 DEPT #308 PO BOX 21568 · TULSA, OK 74121 | Accounting | $5,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,917 | $83,023+17.9% | $102,437-4.4% | $77,762+25.9% |
| Participation rate | 87.9% | 71.5%+16.3pp | 74.5%+13.4pp | 70.6%+17.3pp |
| Annual return | 13.36% | 19.12%-5.8pp | 24.95%-11.6pp | 31.27%-17.9pp |
| Employer contribution / active EE | $1,782 | $3,552-49.8% | $3,871-54.0% | $2,728-34.7% |
| Participant deferral / active EE | $5,838 | $4,110+42.1% | $5,060+15.4% | $4,651+25.5% |
| Admin fee / account holder | $100 | $639-84.4% | $8,388-98.8% | $433-77.0% |