Filed November 8, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.4+ years Filed as: PENTEGRA RETIREMENT TRUST Service code 21 · EIN 11-1805969 | Bank Trustee | $138,449 |
See 1 actuary disclosure with Solo.
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $5,399,274-100.0% | $568,132-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 13.0%-13.0pp |
| Annual return | 2.06% | 12.98%-10.9pp | 14.64%-12.6pp | 13.59%-11.5pp |
| Employer contribution / active EE | $0 | $16,363-100.0% | $41,831-100.0% | $14,592-100.0% |
| Participant deferral / active EE | $0 | $94-100.0% | $200-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $548,767-100.0% | $36,942-100.0% | $29,657-100.0% |