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 |
|---|---|---|
BUFFINGTON & AARON1+ years Filed as: BUFFINGTON & AARON, ALC Service code 29 · EIN 94-3151719 388 MARKET STREET · SAN FRANCISCO, CA 94111 | Legal | $13,990 |
PENTEGRA SERVICES, INC.1+ years Filed as: PENTEGRA TRUST COMPANY Service code 21 · EIN 13-4021417 701 WESTCHESTER AVENUE · WHITE PLAINS, NY 10604 | Bank Trustee | $10,590 |
ECKHOFF AND COMPANY1+ years Service code 10 · EIN 68-0006364 145 NORTH REDWOOD DRIVE · SAN RAFAEL, CA 94903 | Accounting | $10,000 |
PENTEGRA SERVICES, INC.1+ years Filed as: PENTEGRA RETIREMENT SERVICES Service code 15 · EIN 13-3745616 701 WESTCHESTER AVENUE · WHITE PLAINS, NY 10604 | Recordkeeping | $6,794 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,355 | $70,667-37.2% | $123,104-64.0% | $52,331-15.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 3.05% | 6.23%-3.2pp | 13.22%-10.2pp | 4.54%-1.5pp |
| Employer contribution / active EE | $4,492 | $2,946+52.5% | $5,151-12.8% | $1,882+138.7% |
| Participant deferral / active EE | $0 | $4,493-100.0% | $6,230-100.0% | $3,022-100.0% |
| Admin fee / account holder | $125 | $506-75.3% | $9,015-98.6% | $592-78.9% |