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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.10+ years Filed as: PENTEGRA RETIREMENT TRUST Service code 21 · EIN 11-1805969 | Bank Trustee | $552,402 |
PENTEGRA SERVICES, INC.10+ years Filed as: PENTEGRA RETIREMENT SERVICES, INC. Service code 65 · EIN 13-3745616 | Account Maintenance | $177,154 |
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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 | $36,224-100.0% | $362,190-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 2.4%-2.4pp |
| Annual return | 8.44% | 8.92%-0.5pp | 51.06%-42.6pp | 7.94%+0.5pp |
| Employer contribution / active EE | $0 | $8,454-100.0% | $33,707-100.0% | $18,544-100.0% |
| Participant deferral / active EE | $0 | $758-100.0% | $191-100.0% | $1,093-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $354,836-100.0% | $200-100.0% |