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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.1+ years Filed as: PENTEGRA RETIREMENT SERVICES Service code 12 · EIN 27-4470015 5250 77 CENTER DRIVE · CHARLOTTE, NC 28217 | Other services; Claims processing | $4,571 |
NATIONWIDE1+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 42315 | Recordkeeping | $1,677 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $1,784 | $46,360-96.2% | $147,618-98.8% | $52,331-96.6% |
| Participation rate | 45.3% | 64.9%-19.6pp | 84.6%-39.3pp | 68.1%-22.8pp |
| Annual return | -7.48% | 1.62%-9.1pp | 61.98%-69.5pp | 4.54%-12.0pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,565-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $786 | $2,258-65.2% | $4,895-83.9% | $3,022-74.0% |
| Admin fee / account holder | $37 | $766-95.2% | $11,612-99.7% | $592-93.8% |