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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.3 years 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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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $43,325-100.0% | $75,924-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 61.8%-61.8pp | 52.9%-52.9pp | 13.5%-13.5pp |
| Annual return | 2.77% | 8.70%-5.9pp | 6.78%-4.0pp | 9.29%-6.5pp |
| Employer contribution / active EE | $5,102 | $9,971-48.8% | $28,542-82.1% | $15,168-66.4% |
| Participant deferral / active EE | $0 | $861-100.0% | $763-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,269-100.0% | $1,754-100.0% | $2,037-100.0% |