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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.6+ years Filed as: PENTEGRA RETIREMENT TRUST Service code 21 · EIN 11-1805969 | Bank Trustee | $569,279 |
PENTEGRA SERVICES, INC.6+ years Filed as: PENTEGRA RETIREMENT SERVICES, INC. Service code 65 · EIN 13-3745616 | Account Maintenance | $177,484 |
KILPATRICK TOWNSEND1 year Filed as: KILPATRICK TOWNSEND & STOCKTON Service code 29 · EIN 58-0511774 | Legal | $72,916 |
Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $50,000 |
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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 | $2,098,847-100.0% | $454,052-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 18.4%-18.4pp | 0.7%-0.7pp |
| Annual return | 22.56% | 11.84%+10.7pp | 8.95%+13.6pp | 13.24%+9.3pp |
| Employer contribution / active EE | $0 | $12,426-100.0% | $46,559-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $614-100.0% | $131-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $3,320-100.0% | $19,831-100.0% | $4,137-100.0% |