Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.2+ years Service code 15 · EIN 61-1667838 | Recordkeeping | $12,327 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $4,944 | $80,177-93.8% | $123,894-96.0% | $57,658-91.4% |
| Participation rate | 48.1% | 74.4%-26.3pp | 81.4%-33.3pp | 70.2%-22.1pp |
| Annual return | 24.91% | 17.90%+7.0pp | 47.52%-22.6pp | 5.13%+19.8pp |
| Employer contribution / active EE | $1,267 | $2,913-56.5% | $4,617-72.6% | $1,974-35.8% |
| Participant deferral / active EE | $215 | $5,130-95.8% | $5,984-96.4% | $3,061-93.0% |
| Admin fee / account holder | $67 | $106-37.0% | $8,357-99.2% | $95-29.1% |