Filed January 12, 2023
Total covered: 22 employees
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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.6+ years Service code 15 · EIN 13-3745616 701 WESTCHESTER AVENUE · WHITE PLAINS, NY 10604 | Recordkeeping | $24,749 |
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 | $96,804 | $136,307-29.0% | $177,821-45.6% | $73,488+31.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 10.49% | 18.68%-8.2pp | 48.32%-37.8pp | 28.51%-18.0pp |
| Employer contribution / active EE | $5,761 | $3,712+55.2% | $5,918-2.7% | $2,270+153.8% |
| Participant deferral / active EE | $6,323 | $5,829+8.5% | $7,714-18.0% | $3,740+69.1% |
| Admin fee / account holder | $138 | $596-76.8% | $12,427-98.9% | $513-73.0% |