Filed January 12, 2023
Total covered: 22 employees
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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.10+ years Service code 64 · EIN 13-3745616 701 WESTCHESTER AVENUE · WHITE PLAINS, NY 10604 | Recordkeeping Fees | $23,356 |
RELIANCE TRUST COMPANY4 years Filed as: RELIANCE TRUST CO. Service code 13 · EIN 58-1428634 | Contract Administrator | $4,976 |
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 | $131,653 | $122,063+7.9% | $184,256-28.5% | $74,478+76.8% |
| Participation rate | 96.7% | 85.5%+11.2pp | 86.8%+9.9pp | 67.2%+29.5pp |
| Annual return | 11.88% | 19.92%-8.0pp | 28.85%-17.0pp | 1370.56%-1358.7pp |
| Employer contribution / active EE | $4,830 | $4,539+6.4% | $6,427-24.8% | $2,626+83.9% |
| Participant deferral / active EE | $6,875 | $7,144-3.8% | $9,133-24.7% | $4,350+58.0% |
| Admin fee / account holder | $120 | $1,253-90.4% | $13,899-99.1% | $1,946-93.8% |