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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.6 years Filed as: PENTEGRA RETIREMENT SERVICES Service code 13 5350 77 CENTER DRIVE, STE 200 · CHARLOTTE, NC 28217 | Contract Administrator | $33,078 |
ASCENSUS LLC6 years Filed as: ASCENSUS, LLC Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $19,107 |
Service code 27 · EIN 04-2675571 29 SAWYER RD, ONE · WALTHAM, MA 02453 | Advisory (Plan) | $11,184 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,371 | $61,338-13.0% | $149,717-64.4% | $71,495-25.4% |
| Participation rate | 63.4% | 62.5%+0.9pp | 78.8%-15.4pp | 67.9%-4.5pp |
| Annual return | 16.30% | 35.86%-19.6pp | 134.41%-118.1pp | 28.85%-12.5pp |
| Employer contribution / active EE | $2,302 | $2,381-3.3% | $4,820-52.2% | $2,589-11.1% |
| Participant deferral / active EE | $3,874 | $2,919+32.7% | $5,682-31.8% | $4,291-9.7% |
| Admin fee / account holder | $412 | $1,263-67.4% | $13,213-96.9% | $1,588-74.0% |