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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.5 years Filed as: PENTEGRA RETIREMENT SERVICES Service code 21 · EIN 11-1805969 701 WESTCHESTER AVENUE · WHITE PLAINS, NY 10604 | Bank Trustee | $81,366 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,076-100.0% | $56,546-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 34.6%-34.6pp | 50.6%-50.6pp | 9.9%-9.9pp |
| Annual return | -13.27% | -11.57%-1.7pp | -11.22%-2.1pp | -5.25%-8.0pp |
| Employer contribution / active EE | $8,880 | $21,762-59.2% | $32,882-73.0% | $15,161-41.4% |
| Participant deferral / active EE | $0 | $1,047-100.0% | $579-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $669-100.0% | $1,473-100.0% | $3,859-100.0% |