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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.6+ years Filed as: PENTEGRA RETIREMENT SERVICES, INC. Service code 15 · EIN 13-3745616 | Recordkeeping | $23,904 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,384 | $123,793-86.0% | $177,848-90.2% | $79,856-78.2% |
| Participation rate | 84.3% | 84.7%-0.4pp | 87.7%-3.4pp | 69.6%+14.6pp |
| Annual return | -10.65% | 22.82%-33.5pp | 48.33%-59.0pp | 31.71%-42.4pp |
| Employer contribution / active EE | $1,267 | $4,095-69.1% | $5,919-78.6% | $2,471-48.7% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,741-100.0% |
| Admin fee / account holder | $178 | $7,243-97.5% | $12,431-98.6% | $5,306-96.6% |