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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 | $6,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,367 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $171,930-100.0% | $151,266-100.0% | $154,746-100.0% |
| Participation rate | 0.0% | 80.5%-80.5pp | 77.0%-77.0pp | 80.7%-80.7pp |
| Annual return | -4.26% | 242.03%-246.3pp | 180.60%-184.9pp | 172.34%-176.6pp |
| Employer contribution / active EE | $0 | $4,710-100.0% | $4,237-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $8,191-100.0% | $7,337-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $15,803-100.0% | $13,159-100.0% | $14,365-100.0% |