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.1+ years Filed as: PENTEGRA SERVICES INC Service code 13 701 WESTCHESTER AVE STE 320E · WHITE PLAINS, NY 10604 | Contract Administrator | $44,534 |
FARTHER FINANCE ADVISORS LLC1+ years Service code 27 575 MARKET ST STE 400 · SAN FRANCISCO, CA 94105 | Advisory (Plan) | $30,677 |
MARKET STREET WEALTH MANAGEMENT1+ years Filed as: 575 MARKET ST STE 400 Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 92656 | Advisory (Plan) | $5,475 |
BENEFIT TRUST COMPANY1+ years Service code 25 5901 COLLEGE BLVD STE 100 · OVERLAND PARK, KS 66211 | Directed Trustee | $1,872 |
FLEXPATH STRATEGIES, LLC1+ years Filed as: FLEXPATH STRATEGIES LLC Service code 99 120 BANTIS STE 400 · ALISO VIEJO, CA 92656 | Other Fees | $661 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,914 | $129,227-69.9% | $184,256-78.9% | $77,762-50.0% |
| Participation rate | 78.0% | 87.4%-9.3pp | 86.8%-8.8pp | 70.6%+7.5pp |
| Annual return | 0.00% | 33.24%-33.2pp | 28.85%-28.8pp | 31.27%-31.3pp |
| Employer contribution / active EE | $1,433 | $4,412-67.5% | $6,427-77.7% | $2,728-47.5% |
| Participant deferral / active EE | $2,329 | $7,307-68.1% | $9,133-74.5% | $4,651-49.9% |
| Admin fee / account holder | $182 | $256-28.9% | $13,899-98.7% | $433-58.0% |