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.7+ years Service code 15 · EIN 13-3745616 701 WESTCHESTER AVENUE · WHITE PLAINS, NY 10604 | Recordkeeping | $120,733 |
RELIANCE TRUST COMPANY7+ years Service code 18 · EIN 58-1428634 | Custodial (other than securities) | $12,982 |
PENTEGRA SERVICES, INC.5 years Filed as: PENTEGRA TRUST COMPANY Service code 25 · EIN 13-4021417 | Directed Trustee | $1,025 |
STATE STREET GLOBAL ADVISORS7+ years Service code 28 ONE LINCOLN STREET · BOSTON, MA 021112900 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,203 | $111,491-17.3% | $189,513-51.3% | $86,799+6.2% |
| Participation rate | 93.6% | 87.3%+6.3pp | 87.8%+5.8pp | 72.3%+21.3pp |
| Annual return | 17.13% | 83.50%-66.4pp | 555.15%-538.0pp | 97.91%-80.8pp |
| Employer contribution / active EE | $2,737 | $3,951-30.7% | $6,162-55.6% | $2,405+13.8% |
| Participant deferral / active EE | $6,865 | $6,437+6.7% | $8,221-16.5% | $4,131+66.2% |
| Admin fee / account holder | $247 | $189+30.8% | $12,045-98.0% | $170+45.5% |