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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.2 years Filed as: PENTEGRA SERVICES INC Service code 13 5350 SEVENTY SEVEN CENTER DR · CHARLOTTE, NC 28217 | Contract Administrator | $44,976 |
MORGAN STANLEY SMITH BARNEY3 years Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $43,917 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,804 | $44,626-42.2% | $86,209-70.1% | $80,149-67.8% |
| Participation rate | 60.2% | 63.5%-3.4pp | 69.0%-8.8pp | 72.9%-12.8pp |
| Annual return | 13.70% | 19.61%-5.9pp | 1169.05%-1155.4pp | 40.39%-26.7pp |
| Employer contribution / active EE | $318 | $1,099-71.1% | $2,381-86.7% | $2,977-89.3% |
| Participant deferral / active EE | $948 | $2,769-65.8% | $3,986-76.2% | $5,015-81.1% |
| Admin fee / account holder | $59 | $133-55.8% | $6,853-99.1% | $145-59.4% |