Filed January 12, 2023
Total covered: 22 employees
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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.9+ years Service code 15 · EIN 13-3745616 701 WESTCHESTER AVENUE · WHITE PLAINS, NY 10604 | Recordkeeping | $30,113 |
RELIANCE TRUST COMPANY3 years Filed as: RELIANCE TRUST CO. Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,465 | $130,294-6.8% | $170,028-28.6% | $71,495+69.9% |
| Participation rate | 77.6% | 86.2%-8.5pp | 87.0%-9.4pp | 67.9%+9.7pp |
| Annual return | 19.68% | 20.36%-0.7pp | 53.39%-33.7pp | 28.85%-9.2pp |
| Employer contribution / active EE | $5,275 | $4,385+20.3% | $6,788-22.3% | $2,589+103.7% |
| Participant deferral / active EE | $7,254 | $6,928+4.7% | $10,409-30.3% | $4,291+69.1% |
| Admin fee / account holder | $147 | $966-84.8% | $12,820-98.9% | $1,588-90.7% |