Filed March 29, 2021
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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES INC Service code 13 701 WESTCHESTER AVE STE 320E · WHITE PLAINS, NY 10604 | Contract Administrator | $5,510 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,824 | $122,063+24.4% | $184,256-17.6% | $74,478+103.9% |
| Participation rate | 80.5% | 85.5%-4.9pp | 86.8%-6.3pp | 67.2%+13.3pp |
| Annual return | -4.58% | 19.92%-24.5pp | 28.85%-33.4pp | 1370.56%-1375.1pp |
| Employer contribution / active EE | $11,720 | $4,539+158.2% | $6,427+82.4% | $2,626+346.3% |
| Participant deferral / active EE | $0 | $7,144-100.0% | $9,133-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,253-100.0% | $13,899-100.0% | $1,946-100.0% |