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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA RETIREMENT SERVICES Service code 15 · EIN 27-4470015 | Recordkeeping | $8,518 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,021 | $31,424-84.0% | $81,473-93.8% | $69,631-92.8% |
| Participation rate | 98.3% | 50.8%+47.4pp | 68.0%+30.3pp | 70.7%+27.6pp |
| Annual return | 224.19% | 22.44%+201.8pp | 38.78%+185.4pp | 27571.02%-27346.8pp |
| Employer contribution / active EE | $3,386 | $1,029+229.1% | $2,568+31.9% | $2,032+66.6% |
| Participant deferral / active EE | $0 | $1,838-100.0% | $3,537-100.0% | $3,224-100.0% |
| Admin fee / account holder | $40 | $103-61.0% | $4,561-99.1% | $110-63.7% |