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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.4 years Filed as: PENTEGRA SERVICES, INC Service code 13 · EIN 13-3745616 5350 SEVENTY SEVEN CENTER DR · CHARLOTTE, NC 28217 | Contract Administrator | $15,688 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,147 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,004 |
PENTEGRA SERVICES, INC.4 years Filed as: PENTEGRA SERVICES INC Service code 13 | Contract Administrator | $2,592 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,553 | $86,897-81.0% | $151,639-89.1% | $64,819-74.5% |
| Participation rate | 29.2% | 87.3%-58.1pp | 87.5%-58.3pp | 71.5%-42.3pp |
| Annual return | -13.17% | -3.57%-9.6pp | 3.34%-16.5pp | 32.84%-46.0pp |
| Employer contribution / active EE | $374 | $4,010-90.7% | $6,165-93.9% | $2,507-85.1% |
| Participant deferral / active EE | $849 | $6,690-87.3% | $8,363-89.8% | $4,311-80.3% |
| Admin fee / account holder | $139 | $153-9.4% | $11,613-98.8% | $188-26.2% |