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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.3 years Service code 15 · EIN 13-3745616 701 WESTCHESTER AVE, STE 320E · WHITE PLAINS, NY 10604 | Recordkeeping | $31,853 |
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).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $154,467-100.0% | $130,270-100.0% | $139,487-100.0% |
| Participation rate | 0.0% | 79.9%-79.9pp | 76.3%-76.3pp | 80.3%-80.3pp |
| Annual return | 5.04% | 30.58%-25.5pp | 38.89%-33.9pp | 373.84%-368.8pp |
| Employer contribution / active EE | $0 | $5,175-100.0% | $4,128-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $8,497-100.0% | $6,797-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $9,222-100.0% | $6,022-100.0% | $11,407-100.0% |