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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.8 years Filed as: PENTEGRA RETIREMENT SERVICES Service code 21 · EIN 11-1805969 701 WESTCHESTER AVENUE · WHITE PLAINS, NY 10604 | Bank Trustee | $51,142 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $24,265-100.0% | $97,195-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 9.3%-9.3pp | 45.3%-45.3pp | 9.3%-9.3pp |
| Annual return | 10.90% | 9.76%+1.1pp | 5.08%+5.8pp | 9.76%+1.1pp |
| Employer contribution / active EE | $12,483 | $12,965-3.7% | $21,287-41.4% | $12,965-3.7% |
| Participant deferral / active EE | $0 | $143-100.0% | $803-100.0% | $143-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $19,300-100.0% | $4,785-100.0% |