Filed January 17, 2012 (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 |
|---|---|---|
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA RETIREMENT SERVICES Service code 13 · EIN 13-3745616 701 WESTCHESTER AVENUE · WHITE PLAINS, NY 10604 | Contract Administrator | $52,094 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,937 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,459 | $148,978-11.8% | $200,582-34.5% | $84,808+55.0% |
| Participation rate | 96.9% | 84.2%+12.7pp | 86.9%+10.1pp | 68.3%+28.6pp |
| Annual return | 17.18% | 28.16%-11.0pp | 42.33%-25.2pp | 40.90%-23.7pp |
| Employer contribution / active EE | $5,395 | $4,815+12.0% | $6,419-15.9% | $2,631+105.1% |
| Participant deferral / active EE | $5,248 | $7,142-26.5% | $9,331-43.8% | $4,212+24.6% |
| Admin fee / account holder | $467 | $13,977-96.7% | $16,305-97.1% | $7,344-93.6% |