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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.6 years Filed as: PENTEGRA SERVICES Service code 15 · EIN 13-3745616 | Recordkeeping | $167,781 |
TRUTINA FINANCIAL7 years Service code 26 · EIN 20-2951773 | Advisory (Participants) | $9,860 |
RELIANCE TRUST COMPANY3 years Filed as: RELIANCE TRUST CO. Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,109 | $84,784-63.3% | $98,461-68.4% | $74,460-58.2% |
| Participation rate | 38.1% | 81.5%-43.4pp | 75.2%-37.0pp | 70.7%-32.6pp |
| Annual return | 17.19% | 20.59%-3.4pp | 21.17%-4.0pp | 34.38%-17.2pp |
| Employer contribution / active EE | $987 | $3,364-70.7% | $3,049-67.6% | $2,638-62.6% |
| Participant deferral / active EE | $2,641 | $5,218-49.4% | $4,738-44.3% | $4,530-41.7% |
| Admin fee / account holder | $218 | $204+6.7% | $8,961-97.6% | $348-37.3% |