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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.8 years Filed as: PENTEGRA RETIREMENT SERVICES Service code 13 5350 77 CENTER DRIVE, STE 200 · CHARLOTTE, NC 28217 | Contract Administrator | $36,027 |
ASCENSUS LLC8 years Filed as: ASCENSUS, LLC Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $22,815 |
Filed as: MERRILL LYNCH RETIREMENT BENEFIT SV Service code 27 · EIN 13-5674085 | Advisory (Plan) | $15,037 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $172,111-100.0% | $150,298-100.0% | $137,256-100.0% |
| Participation rate | 0.0% | 81.7%-81.7pp | 77.8%-77.8pp | 80.0%-80.0pp |
| Annual return | 8.00% | 69.37%-61.4pp | 62.79%-54.8pp | 220.34%-212.3pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |