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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.1 year Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE · WHITE PLAINS, NY 106043027 | Plan Administrator | $14,840 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 4208 SIX FORKS RD · RALEIGH, NC 276095734 | Advisory (Plan) | $13,431 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $111,628 | $69,771+60.0% | $67,524+65.3% | $74,400+50.0% |
| Participation rate | 98.2% | 71.4%+26.8pp | 72.9%+25.3pp | 67.2%+31.0pp |
| Annual return | 10.80% | -40.49%+51.3pp | 3519.41%-3508.6pp | 1367.51%-1356.7pp |
| Employer contribution / active EE | $5,294 | $2,710+95.3% | $2,734+93.6% | $2,624+101.7% |
| Participant deferral / active EE | $6,181 | $3,638+69.9% | $4,001+54.5% | $4,348+42.1% |
| Admin fee / account holder | $142 | $889-84.1% | $4,001-96.5% | $1,944-92.7% |