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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES INC Service code 13 701 WESTCHESTER AVE STE 230E · WHITE PLAINS, NY 10604 | Contract Administrator | $137,959 |
NFP RETIREMENT INC1 year Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $48,349 |
FLEXPATH STRATEGIES, LLC1 year Filed as: FLEXPATH STRATEGIES LLC Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 92656 | Advisory (Plan) | $13,734 |
BENEFIT TRUST COMPANY1 year Service code 99 COLLEGE BLVD STE 200 · OVERLAND PARK, KS 66211 | Other Fees | $10,209 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $2,813 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES Service code 13 | Contract Administrator | $2,402 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,479 |
MMLIS1 year Service code 27 1295 STATE ST · SPRINGFIELD, MA 011110001 | Advisory (Plan) | $870 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $183 |
Participant 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 | $31,948 | $112,711-71.7% | $170,055-81.2% | $80,187-60.2% |
| Participation rate | 84.8% | 87.4%-2.6pp | 87.0%-2.2pp | 72.9%+11.9pp |
| Annual return | 2965.66% | 67.06%+2898.6pp | 53.43%+2912.2pp | 40.40%+2925.3pp |
| Employer contribution / active EE | $3,048 | $4,488-32.1% | $6,790-55.1% | $2,980+2.3% |
| Participant deferral / active EE | $3,571 | $7,861-54.6% | $10,410-65.7% | $5,016-28.8% |
| Admin fee / account holder | $90 | $99-9.7% | $12,828-99.3% | $145-38.1% |