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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.3+ years Filed as: PENTEGRA RETIREMENT TRUST Service code 21 · EIN 11-1805969 | Bank Trustee | $516,946 |
PENTEGRA SERVICES, INC.3+ years Filed as: PENTEGRA RETIREMENT SERVICES, INC. Service code 65 · EIN 13-3745616 | Account Maintenance | $150,050 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | 4.00% | -1.12%+5.1pp | -2.18%+6.2pp | 0.19%+3.8pp |
| Employer contribution / active EE | $0 | $12,052-100.0% | $38,751-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |