Filed January 6, 2006
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 Service code 15 · EIN 13-3745616 701 WESTCHESTER AVENUE · WHITE PLAINS, NY 10604 | Recordkeeping | $4,660 |
RELIANCE TRUST COMPANY1+ years Service code 25 · EIN 58-1428634 | Directed Trustee | $0 |
STATE STREET GLOBAL ADVISORS1+ years Service code 28 ONE LINCOLN STREET · BOSTON, MA 021112900 | Investment Management | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $80,202 | $70,667+13.5% | $123,105-34.9% | $52,331+53.3% |
| Participation rate | 80.7% | 83.7%-3.1pp | 86.8%-6.1pp | 68.1%+12.6pp |
| Annual return | 1.49% | 6.23%-4.7pp | 13.22%-11.7pp | 4.54%-3.1pp |
| Employer contribution / active EE | $2,283 | $2,946-22.5% | $5,151-55.7% | $1,882+21.4% |
| Participant deferral / active EE | $6,262 | $4,493+39.4% | $6,229+0.5% | $3,022+107.2% |
| Admin fee / account holder | $556 | $506+9.8% | $9,014-93.8% | $592-6.0% |