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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.7 years Filed as: PENTEGRA RETIREMENT SERVICES, INC. Service code 15 · EIN 13-3745616 701 WESTCHESTER AVE. · WHITE PLAINS, NY 106043805 | Recordkeeping | $25,776 |
Filed as: QUAD CITY INVESTMENT ADVISORS, LLC Service code 26 3551 7TH STREET, SUITE 104 · MOLINE, IL 612655436 | Advisory (Participants) | $7,497 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,055 | $65,453-73.9% | $86,698-80.3% | $66,938-74.5% |
| Participation rate | 91.2% | 75.5%+15.8pp | 76.6%+14.6pp | 69.8%+21.4pp |
| Annual return | -16.52% | -10.89%-5.6pp | 35.95%-52.5pp | 1.58%-18.1pp |
| Employer contribution / active EE | $1,030 | $2,154-52.2% | $2,837-63.7% | $2,545-59.5% |
| Participant deferral / active EE | $1,936 | $4,102-52.8% | $4,656-58.4% | $4,238-54.3% |
| Admin fee / account holder | $185 | $642-71.2% | $7,493-97.5% | $594-68.9% |