Filed October 16, 1995 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 27 · EIN 75-3204798 | Advisory (Plan) | $39,902 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES INC. Service code 13 · EIN 13-3745616 | Contract Administrator | $22,527 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $8,589 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,694 | $55,470+68.9% | $155,556-39.8% | $74,478+25.8% |
| Participation rate | 95.8% | 61.9%+33.9pp | 78.2%+17.6pp | 67.2%+28.6pp |
| Annual return | 13.45% | 269.80%-256.4pp | 64.84%-51.4pp | 1370.56%-1357.1pp |
| Employer contribution / active EE | $1,940 | $2,267-14.4% | $4,675-58.5% | $2,626-26.1% |
| Participant deferral / active EE | $9,391 | $2,838+230.9% | $5,631+66.8% | $4,350+115.9% |
| Admin fee / account holder | $343 | $1,744-80.4% | $15,885-97.8% | $1,946-82.4% |