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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.4+ years Service code 15 · EIN 13-3745616 | Recordkeeping | $30,811 |
NOSURIS, INC.4+ years Service code 13 700 MERRICK ROAD · LYNBROOK, NY 11563 | Contract Administrator | $13,895 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $21,059 | $88,122-76.1% | $141,197-85.1% | $67,582-68.8% |
| Participation rate | 34.5% | 76.5%-41.9pp | 82.5%-48.0pp | 71.3%-36.8pp |
| Annual return | 16.91% | 75.40%-58.5pp | 71.41%-54.5pp | 378.57%-361.7pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,736-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $444 | $5,958-92.5% | $6,710-93.4% | $3,539-87.5% |
| Admin fee / account holder | $456 | $131+248.5% | $10,265-95.6% | $142+220.6% |