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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.8+ years Filed as: PENTEGRA RETIREMENT TRUST Service code 21 · EIN 11-1805969 | Bank Trustee | $350,760 |
PENTEGRA SERVICES, INC.8+ years Filed as: PENTEGRA RETIREMENT SERVICES, INC. Service code 65 · EIN 13-3745616 | Account Maintenance | $139,228 |
KILPATRICK TOWNSEND3 years Filed as: KILPATRICK TOWNSEND & STOCKTON Service code 29 · EIN 58-0511774 | Legal | $0 |
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $0 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $3,299,877-100.0% | $422,209-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.3%-2.3pp |
| Annual return | 13.57% | 11.26%+2.3pp | 12.68%+0.9pp | 37.77%-24.2pp |
| Employer contribution / active EE | $0 | $10,658-100.0% | $41,626-100.0% | $15,798-100.0% |
| Participant deferral / active EE | $0 | $604-100.0% | $96-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $10,609-100.0% | $9,287-100.0% |