Filed July 22, 2020 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
REHMANN ROBSON4+ years Filed as: REHMANN ROBSON LLC Service code 10 · EIN 38-3635706 | Accounting | $23,083 |
PENTEGRA SERVICES, INC.4+ years Filed as: PENTEGRA Service code 13 · EIN 13-3745616 | Contract Administrator | $4,625 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $160,059-100.0% | $140,019-100.0% | $135,380-100.0% |
| Participation rate | 0.0% | 88.5%-88.5pp | 87.5%-87.5pp | 82.6%-82.6pp |
| Annual return | -32.44% | 911.48%-943.9pp | 651.17%-683.6pp | 519.81%-552.2pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |