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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.1+ years Service code 15 · EIN 13-3745616 | Recordkeeping | $12,918 |
NOSURIS, INC.1+ years Service code 13 700 MERRICK ROAD · LYNBROOK, NY 11563 | Contract Administrator | $6,535 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,122 | $75,183-90.5% | $123,894-94.3% | $55,167-87.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 0.00% | 19.01%-19.0pp | 47.52%-47.5pp | 169.23%-169.2pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $466 | $5,084-90.8% | $5,984-92.2% | $3,054-84.7% |
| Admin fee / account holder | $93 | $663-85.9% | $8,357-98.9% | $504-81.5% |