Filed January 12, 2023
Total covered: 22 employees
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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.1+ years Service code 15 · EIN 13-3745616 | Recordkeeping | $3,330 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $77,845 | $70,667+10.2% | $123,105-36.8% | $52,331+48.8% |
| Participation rate | 84.8% | 83.7%+1.1pp | 86.8%-2.0pp | 68.1%+16.7pp |
| Annual return | 0.83% | 6.23%-5.4pp | 13.22%-12.4pp | 4.54%-3.7pp |
| Employer contribution / active EE | $0 | $2,946-100.0% | $5,151-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $4,569 | $4,493+1.7% | $6,229-26.7% | $3,022+51.2% |
| Admin fee / account holder | $426 | $506-15.9% | $9,014-95.3% | $592-28.0% |