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 |
|---|---|---|
Filed as: BIDDLE CAPITAL MANAGERMENT Service code 27 5807 KENNETT PIKE · WILMINGTON, DE 19807 | Advisory (Plan) | $72,621 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES INC Service code 13 701 WESTCHESTER AVE STE 320E · WHITE PLAINS, NY 10604 | Contract Administrator | $33,796 |
Service code 99 1407 FOULK ROAD · WILMINGTON, DE 198032755 | Other Fees | $2,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLIAGE, CO 80111 | Investment Management | $1,766 |
BENEFIT TRUST COMPANY1 year Service code 25 5901 COLLEGE BLVD STE 200 · OVERLAND PARK, KS 66211 | Directed Trustee | $968 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,919 | $100,227-19.3% | $169,993-52.4% | $74,419+8.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.0%+13.0pp | 70.7%+29.3pp |
| Annual return | 300.66% | 66.08%+234.6pp | 53.37%+247.3pp | 34.38%+266.3pp |
| Employer contribution / active EE | $1,696 | $4,263-60.2% | $6,785-75.0% | $2,637-35.7% |
| Participant deferral / active EE | $4,239 | $7,143-40.7% | $10,408-59.3% | $4,528-6.4% |
| Admin fee / account holder | $408 | $234+73.9% | $12,815-96.8% | $348+17.2% |