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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.3+ years Filed as: PENTEGRA RETIREMENT SERVICES Service code 12 · EIN 13-3892096 | Direct payment from the plan; Claims ... | $8,236 |
NATIONWIDE3+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 42315 | Recordkeeping | $5,198 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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.
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 | $3,622 | $46,173-92.2% | $170,435-97.9% | $69,631-94.8% |
| Participation rate | 59.0% | 63.9%-4.9pp | 83.6%-24.6pp | 70.7%-11.7pp |
| Annual return | 18.82% | 21.62%-2.8pp | 205.94%-187.1pp | 27571.02%-27552.2pp |
| Employer contribution / active EE | $174 | $1,610-89.2% | $5,432-96.8% | $2,032-91.4% |
| Participant deferral / active EE | $1,084 | $2,080-47.9% | $4,939-78.1% | $3,224-66.4% |
| Admin fee / account holder | $65 | $116-43.6% | $13,881-99.5% | $110-40.8% |