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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.8+ years Filed as: PENTEGRA RETIREMENT SERVICES Service code 21 · EIN 11-1805969 | Bank Trustee | $35,849 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $15,837 |
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $171,008-100.0% | $163,428-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 20.1%-20.1pp | 15.9%-15.9pp | 55.8%-55.8pp |
| Annual return | 4.25% | 9.19%-4.9pp | 9.36%-5.1pp | 24.44%-20.2pp |
| Employer contribution / active EE | $15,568 | $35,866-56.6% | $31,270-50.2% | $41,348-62.3% |
| Participant deferral / active EE | $0 | $149-100.0% | $263-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $10,697-100.0% | $9,460-100.0% | $22,013-100.0% |