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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INS CO OF NY Service code 64 · EIN 84-1455663 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,784 |
PENTEGRA SERVICES, INC.10+ years Filed as: PENTEGRA RETIREMENT SERVICES, INC Service code 13 · EIN 13-3745616 108 CORPORATE PARK DRIVE · WHITE PLAINS, NY 10604 | Contract Administrator | $7,926 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,459 | $65,960-14.4% | $81,882-31.0% | $77,762-27.4% |
| Participation rate | 36.0% | 65.8%-29.8pp | 72.4%-36.4pp | 70.6%-34.6pp |
| Annual return | 12.43% | 26.64%-14.2pp | 779.47%-767.0pp | 31.27%-18.8pp |
| Employer contribution / active EE | $0 | $2,375-100.0% | $2,916-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,927 | $3,505-45.0% | $4,323-55.4% | $4,651-58.6% |
| Admin fee / account holder | $160 | $526-69.6% | $7,360-97.8% | $433-63.0% |