Filed January 12, 2023
Total covered: 22 employees
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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.8+ years Service code 15 · EIN 13-3745616 701 WESTCHESTER AVENUE · WHITE PLAINS, NY 10604 | Recordkeeping | $35,266 |
RELIANCE TRUST COMPANY2 years Filed as: RELIANCE TRUST CO. Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,502 | $102,661-7.9% | $151,639-37.7% | $66,938+41.2% |
| Participation rate | 86.0% | 85.5%+0.5pp | 87.5%-1.5pp | 69.8%+16.2pp |
| Annual return | -11.16% | -10.81%-0.3pp | 3.34%-14.5pp | 1.58%-12.7pp |
| Employer contribution / active EE | $5,422 | $4,184+29.6% | $6,165-12.1% | $2,545+113.0% |
| Participant deferral / active EE | $6,667 | $6,645+0.3% | $8,363-20.3% | $4,238+57.3% |
| Admin fee / account holder | $141 | $630-77.6% | $11,613-98.8% | $594-76.2% |