Filed January 12, 2023
Total covered: 22 employees
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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.5+ years Service code 15 · EIN 13-3745616 701 WESTCHESTER AVENUE · WHITE PLAINS, NY 10604 | Recordkeeping | $9,036 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $83,424 | $98,982-15.7% | $162,177-48.6% | $65,185+28.0% |
| Participation rate | 98.8% | 85.8%+13.0pp | 87.6%+11.2pp | 70.2%+28.5pp |
| Annual return | 18.16% | 24.84%-6.7pp | 115.60%-97.4pp | 29.38%-11.2pp |
| Employer contribution / active EE | $5,659 | $3,467+63.2% | $5,613+0.8% | $2,177+160.0% |
| Participant deferral / active EE | $6,162 | $5,384+14.5% | $7,297-15.5% | $3,514+75.4% |
| Admin fee / account holder | $128 | $596-78.5% | $10,843-98.8% | $847-84.8% |