Filed January 12, 2009
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.2 years Filed as: PENTEGRA SERVICES, INC Service code 15 · EIN 13-3745616 | Recordkeeping | $35,398 |
TRUTINA FINANCIAL2 years Service code 27 · EIN 20-2951773 | Advisory (Plan) | $16,000 |
Filed as: VOYA RET INS AND ANNUTIY CO Service code 71 · EIN 71-0294708 | Brokerage Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $39,066 | $37,196+5.0% | $154,114-74.7% | $55,725-29.9% |
| Participation rate | 60.5% | 64.1%-3.6pp | 83.0%-22.6pp | 70.9%-10.4pp |
| Annual return | -2.90% | 1319.68%-1322.6pp | 735.16%-738.1pp | 244.93%-247.8pp |
| Employer contribution / active EE | $1,429 | $1,614-11.5% | $5,298-73.0% | $2,078-31.2% |
| Participant deferral / active EE | $475 | $2,068-77.0% | $5,081-90.6% | $3,356-85.8% |
| Admin fee / account holder | $229 | $102+125.0% | $13,411-98.3% | $115+98.4% |