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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.2+ years Service code 15 · EIN 13-3745616 701 WESTCHESTE AVENUE · WHITE PLAINS, NY 10604 | Recordkeeping | $30,247 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,204 | $74,089-26.8% | $133,975-59.5% | $55,167-1.7% |
| Participation rate | 76.6% | 84.3%-7.6pp | 87.1%-10.4pp | 69.0%+7.6pp |
| Annual return | 9.81% | 12.11%-2.3pp | 29.29%-19.5pp | 169.23%-159.4pp |
| Employer contribution / active EE | $1,412 | $3,064-53.9% | $5,211-72.9% | $1,963-28.1% |
| Participant deferral / active EE | $2,449 | $4,678-47.7% | $6,282-61.0% | $3,054-19.8% |
| Admin fee / account holder | $316 | $458-30.9% | $9,324-96.6% | $504-37.2% |