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.2 years Filed as: PENTEGRA SERVICES INC Service code 99 5350 77 CENTER DR STE 20 · CHARLOTTE, NC 28217 | Other Fees | $12,246 |
MMLIS2 years Service code 99 1295 STATE ST · SPRINGFIELD, MA 01111 | Other Fees | $6,981 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,299 |
Filed as: MASSACHUSETTS MUTUAL LIFE Service code 99 PO BOX 9500 · SPRINGFIELD, MA 01102 | Other Fees | $1,633 |
BENEFIT TRUST COMPANY2 years Service code 99 5901 COLLEGE BLVD STE 200 · OVERLAND PARKS, KS 66211 | Other Fees | $604 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $40 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,766 | $130,294-72.5% | $170,055-79.0% | $71,535-50.0% |
| Participation rate | 100.0% | 86.2%+13.8pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 548.18% | 20.36%+527.8pp | 53.43%+494.7pp | 28.97%+519.2pp |
| Employer contribution / active EE | $977 | $4,385-77.7% | $6,790-85.6% | $2,590-62.3% |
| Participant deferral / active EE | $2,419 | $6,928-65.1% | $10,410-76.8% | $4,292-43.6% |
| Admin fee / account holder | $91 | $966-90.6% | $12,828-99.3% | $1,589-94.3% |