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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA RETIREMENT SERVICES Service code 21 · EIN 11-1805969 701 WESTCHESTER AVENUE · WHITE PLAINS, NY 10604 | Bank Trustee | $0 |
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Plan reported corrective distributions (failed ADP/ACP testing).
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 | $0 | $36,488-100.0% | $110,792-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 56.3%-56.3pp | 58.3%-58.3pp | 14.6%-14.6pp |
| Annual return | 8.53% | 1.95%+6.6pp | -0.33%+8.9pp | 10.56%-2.0pp |
| Employer contribution / active EE | $5,155 | $13,608-62.1% | $25,782-80.0% | $13,643-62.2% |
| Participant deferral / active EE | $0 | $838-100.0% | $928-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,270-100.0% | $1,824-100.0% | $3,354-100.0% |