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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES Service code 15 · EIN 13-3745616 | Recordkeeping | $138,707 |
TRUTINA FINANCIAL2 years Service code 26 · EIN 20-2951773 | Advisory (Participants) | $35,779 |
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).
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 | $24,095 | $65,223-63.1% | $80,022-69.9% | $55,725-56.8% |
| Participation rate | 63.1% | 80.6%-17.5pp | 75.8%-12.8pp | 70.9%-7.8pp |
| Annual return | -5.76% | 7.59%-13.4pp | 11.22%-17.0pp | 244.93%-250.7pp |
| Employer contribution / active EE | $699 | $2,544-72.5% | $2,468-71.7% | $2,078-66.3% |
| Participant deferral / active EE | $1,505 | $3,881-61.2% | $3,686-59.2% | $3,356-55.1% |
| Admin fee / account holder | $264 | $114+131.4% | $6,521-95.9% | $115+129.4% |