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.3+ years Filed as: PENTEGRA TRUST COMPANY Service code 21 · EIN 13-4021417 701 WESTCHESTER AVENUE · WHITE PLAINS, NY 10604 | Bank Trustee | $15,895 |
BUFFINGTON & AARON1 year Service code 26 · EIN 94-3151719 388 MARKET STREET · SAN FRANCISCO, CA 94111 | Advisory (Participants) | $11,005 |
ECKHOFF AND COMPANY3+ years Service code 10 · EIN 68-0006364 145 NORTH REDWOOD DRIVE · SAN RAFAEL, CA 94903 | Accounting | $6,000 |
PENTEGRA SERVICES, INC.3+ years Filed as: PENTEGRA RETIREMENT SERVICES Service code 15 · EIN 13-3745616 701 WESTCHESTER AVENUE · WHITE PLAINS, NY 10604 | Recordkeeping | $5,748 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,014 | $81,537-31.3% | $149,721-62.6% | $69,631-19.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.1%+12.9pp | 70.7%+29.3pp |
| Annual return | -0.81% | 22.79%-23.6pp | 1501.67%-1502.5pp | 27571.02%-27571.8pp |
| Employer contribution / active EE | $4,348 | $3,239+34.2% | $5,444-20.1% | $2,032+114.0% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,568-100.0% | $3,224-100.0% |
| Admin fee / account holder | $237 | $107+122.0% | $11,282-97.9% | $110+114.8% |