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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.9+ years Filed as: PENTEGRA RETIREMENT TRUST Service code 21 · EIN 11-1805969 | Bank Trustee | $713,600 |
PENTEGRA SERVICES, INC.9+ years Filed as: PENTEGRA RETIREMENT SERVICES, INC. Service code 65 · EIN 13-3745616 | Account Maintenance | $89,257 |
KILPATRICK TOWNSEND4 years Filed as: KILPATRICK TOWNSEND & STOCKTON Service code 29 · EIN 58-0511774 | Legal | $0 |
WILLIS TOWERS WATSON US LLC4 years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $0 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $325,553-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 2.1%-2.1pp |
| Annual return | 9.67% | 8.17%+1.5pp | 9.17%+0.5pp | 7.65%+2.0pp |
| Employer contribution / active EE | $0 | $16,702-100.0% | $40,523-100.0% | $20,582-100.0% |
| Participant deferral / active EE | $0 | $776-100.0% | $42-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $17,411-100.0% | $193-100.0% |