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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.8 years Filed as: PENTEGRA RETIREMENT SERVICES, INC. Service code 15 · EIN 13-3745616 701 WESTCHESTER AVE. · WHITE PLAINS, NY 106043805 | Recordkeeping | $31,112 |
Filed as: QUAD CITY INVESTMENT ADVISORS, LLC Service code 26 3551 7TH STREET, SUITE 104 · MOLINE, IL 612655436 | Advisory (Participants) | $7,590 |
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 | $12,366 | $76,112-83.8% | $96,534-87.2% | $71,511-82.7% |
| Participation rate | 91.4% | 74.4%+17.0pp | 76.0%+15.4pp | 67.9%+23.4pp |
| Annual return | 14.51% | 22.81%-8.3pp | 25.88%-11.4pp | 28.86%-14.3pp |
| Employer contribution / active EE | $964 | $2,248-57.1% | $2,965-67.5% | $2,589-62.8% |
| Participant deferral / active EE | $1,869 | $4,217-55.7% | $4,851-61.5% | $4,291-56.4% |
| Admin fee / account holder | $162 | $2,708-94.0% | $8,253-98.0% | $1,588-89.8% |