Filed January 12, 2023
Total covered: 22 employees
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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.3+ years Service code 15 · EIN 13-3745616 | Recordkeeping | $7,560 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,695 | $89,739-14.5% | $149,718-48.8% | $62,292+23.1% |
| Participation rate | 97.7% | 85.1%+12.6pp | 87.1%+10.7pp | 69.5%+28.2pp |
| Annual return | 12.00% | 21.01%-9.0pp | 1501.63%-1489.6pp | 28.90%-16.9pp |
| Employer contribution / active EE | $6,514 | $3,233+101.5% | $5,445+19.6% | $2,042+219.0% |
| Participant deferral / active EE | $6,112 | $4,797+27.4% | $6,569-7.0% | $3,169+92.9% |
| Admin fee / account holder | $171 | $551-69.0% | $11,283-98.5% | $479-64.3% |