Filed January 29, 2009
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 |
|---|---|---|
PENTEGRA SERVICES, INC.3 years Filed as: PENTEGRA SERVICES INC Service code 99 5350 77 CENTER DR STE 20 · CHARLOTTE, NC 28217 | Other Fees | $71,744 |
MMLIS3 years Service code 27 1295 STATE ST · SPRINGFIELD, MA 01111 | Advisory (Plan) | $42,808 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,373 |
Filed as: MML INVESTOR SERVICES LLC Service code 27 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Advisory (Plan) | $3,071 |
BENEFIT TRUST COMPANY3 years Service code 99 5901 COLLEGE BLVD STE 200 · OVERLAND PARKS, KS 66211 | Other Fees | $1,483 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,913 | $122,585-69.1% | $184,256-79.4% | $200,096-81.1% |
| Participation rate | 59.7% | 86.9%-27.2pp | 86.8%-27.1pp | 72.0%-12.3pp |
| Annual return | 379.15% | 144.12%+235.0pp | 28.85%+350.3pp | 34.26%+344.9pp |
| Employer contribution / active EE | $959 | $4,571-79.0% | $6,427-85.1% | $3,038-68.4% |
| Participant deferral / active EE | $3,140 | $7,972-60.6% | $9,133-65.6% | $5,090-38.3% |
| Admin fee / account holder | $108 | $120-10.5% | $13,899-99.2% | $269-60.0% |