Filed September 14, 2023
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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES INC Service code 13 5350 77 CENTER DR STE 200 · CHARLOTTE, NC 28217 | Contract Administrator | $13,535 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 6400 C ST SW · CEDAR RAPIDS, IA 52499 | Recordkeeping | $10,722 |
MMLIS1 year Service code 27 1295 STATE STREET · SPRINGFIELD, MA 01111 | Advisory (Plan) | $5,250 |
Filed as: EMPOWER ANNUITY CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,135 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $112 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,727 | $61,356-84.1% | $149,696-93.5% | $71,511-86.4% |
| Participation rate | 85.7% | 62.5%+23.2pp | 78.8%+6.9pp | 67.9%+17.8pp |
| Annual return | 15.03% | 35.86%-20.8pp | 134.46%-119.4pp | 28.86%-13.8pp |
| Employer contribution / active EE | $1,440 | $2,382-39.5% | $4,821-70.1% | $2,589-44.4% |
| Participant deferral / active EE | $1,157 | $2,920-60.4% | $5,682-79.6% | $4,291-73.0% |
| Admin fee / account holder | $147 | $1,263-88.3% | $13,212-98.9% | $1,588-90.7% |