Filed September 23, 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.6 years Filed as: PENTEGRA SERVICES INC. Service code 13 · EIN 13-3745616 | Contract Administrator | $58,648 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 · EIN 84-1233483 | Recordkeeping Fees | $4,040 |
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 | $167,862 | $122,063+37.5% | $184,256-8.9% | $74,478+125.4% |
| Participation rate | 75.0% | 85.5%-10.5pp | 86.8%-11.8pp | 67.2%+7.8pp |
| Annual return | 15.34% | 19.92%-4.6pp | 28.85%-13.5pp | 1370.56%-1355.2pp |
| Employer contribution / active EE | $5,206 | $4,539+14.7% | $6,427-19.0% | $2,626+98.2% |
| Participant deferral / active EE | $8,067 | $7,144+12.9% | $9,133-11.7% | $4,350+85.4% |
| Admin fee / account holder | $344 | $1,253-72.6% | $13,899-97.5% | $1,946-82.3% |