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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.6+ years Filed as: PENTEGRA SERVICES INC. Service code 15 701 WESTCHESTER AVENUE · WHITE PLAINS, NY 10604 | Recordkeeping | $133,331 |
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $363,785 | $110,699+228.6% | $177,848+104.5% | $90,274+303.0% |
| Participation rate | 0.0% | 88.3%-88.3pp | 87.7%-87.7pp | 73.4%-73.4pp |
| Annual return | 20.61% | 22.79%-2.2pp | 48.33%-27.7pp | 53.97%-33.4pp |
| Employer contribution / active EE | $2,188 | $4,118-46.9% | $5,919-63.0% | $2,523-13.3% |
| Participant deferral / active EE | $3,981 | $6,731-40.9% | $7,714-48.4% | $4,231-5.9% |
| Admin fee / account holder | $818 | $90+808.7% | $12,431-93.4% | $114+617.2% |