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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES INC Service code 15 · EIN 13-3745616 | Recordkeeping | $5,785 |
NATIONWIDE4+ years Service code 22 · EIN 31-4156830 | Insurance Broker | $5,280 |
Service code 28 · EIN 47-1411118 | Investment Management | $2,188 |
Filed as: PINNACLE FINANCIAL SERVICES, IN. Service code 15 · EIN 59-2438373 | Recordkeeping | $1,252 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,719 | $47,977-83.9% | $154,114-95.0% | $56,287-86.3% |
| Participation rate | 49.1% | 66.2%-17.0pp | 83.0%-33.9pp | 69.9%-20.7pp |
| Annual return | -3.25% | 3.54%-6.8pp | 735.16%-738.4pp | -9.96%+6.7pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $794 | $2,392-66.8% | $5,081-84.4% | $3,350-76.3% |
| Admin fee / account holder | $138 | $438-68.6% | $13,411-99.0% | $521-73.6% |