Filed March 29, 2021
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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.2 years Filed as: PENTEGRA SERVICES INC Service code 13 701 WESTCHESTER AVE STE 320E · WHITE PLAINS, NY 10604 | Contract Administrator | $35,024 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,124 | $128,603+42.4% | $197,124-7.1% | $67,986+169.4% |
| Participation rate | 78.0% | 81.7%-3.7pp | 86.7%-8.7pp | 57.2%+20.8pp |
| Annual return | 20.47% | 23.77%-3.3pp | 44.34%-23.9pp | 31.67%-11.2pp |
| Employer contribution / active EE | $11,224 | $4,379+156.3% | $6,227+80.2% | $2,019+456.0% |
| Participant deferral / active EE | $0 | $6,840-100.0% | $9,135-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $3,035-100.0% | $16,298-100.0% | $3,203-100.0% |