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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.3 years Filed as: PENTEGRA RETIREMENT SERVICES - SC Service code 15 · EIN 27-4470015 | Recordkeeping | $7,665 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $7,546 |
LPL FINANCIAL6 years Service code 22 · EIN 95-2834236 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,320 | $104,336-79.6% | $159,474-86.6% | $86,821-75.4% |
| Participation rate | 15.1% | 77.7%-62.6pp | 82.8%-67.7pp | 72.3%-57.2pp |
| Annual return | 22.75% | 26.32%-3.6pp | 263.68%-240.9pp | 97.94%-75.2pp |
| Employer contribution / active EE | $0 | $3,451-100.0% | $4,831-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $1,417 | $6,837-79.3% | $7,353-80.7% | $4,132-65.7% |
| Admin fee / account holder | $171 | $172-0.8% | $10,802-98.4% | $170+0.8% |