Filed July 26, 1999
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.3 years Filed as: PENTEGRA Service code 28 701 WESTCHESTER AVE · WHITE PLAINS, NY 10604 | Investment Management | $109,806 |
THE BANK OF NEW YORK MELLON3 years Filed as: BNY MELLON Service code 21 100 S 48TH ST · ST. LOUIS, MO 63102 | Bank Trustee | $42,808 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $133,308-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.9%-2.9pp | 11.8%-11.8pp | 2.9%-2.9pp |
| Annual return | 3.33% | 8.39%-5.1pp | 7.44%-4.1pp | 8.39%-5.1pp |
| Employer contribution / active EE | $13,001 | $18,340-29.1% | $30,790-57.8% | $18,340-29.1% |
| Participant deferral / active EE | $0 | $1,279-100.0% | $640-100.0% | $1,279-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $16,084-100.0% | $200-100.0% |