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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.2+ years Filed as: PENTEGRA RETIREMENT SERVICES Service code 12 · EIN 27-4470015 5250 77 CENTER DRIVE · CHARLOTTE, NC 28217 | Other services; Claims processing | $6,561 |
NATIONWIDE2+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 42315 | Recordkeeping | $3,028 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $2,772 | $46,732-94.1% | $156,551-98.2% | $55,167-95.0% |
| Participation rate | 50.7% | 65.8%-15.1pp | 84.0%-33.3pp | 69.0%-18.3pp |
| Annual return | 39.07% | 17.72%+21.4pp | 32.23%+6.8pp | 169.23%-130.2pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $808 | $2,204-63.4% | $4,871-83.4% | $3,054-73.6% |
| Admin fee / account holder | $41 | $418-90.1% | $13,028-99.7% | $504-91.8% |