Filed July 22, 2020 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
REHMANN ROBSON1+ years Filed as: REHMANN ROBSON LLC Service code 10 · EIN 38-3635706 | Accounting | $10,530 |
PENTEGRA SERVICES, INC.1+ years Filed as: PENTEGRA Service code 13 · EIN 13-3745616 | Contract Administrator | $10,030 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $70,667-100.0% | $123,105-100.0% | $52,331-100.0% |
| Participation rate | 0.0% | 83.7%-83.7pp | 86.8%-86.8pp | 68.1%-68.1pp |
| Annual return | -2.71% | 6.23%-8.9pp | 13.22%-15.9pp | 4.54%-7.3pp |
| Employer contribution / active EE | $0 | $2,946-100.0% | $5,151-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $0 | $4,493-100.0% | $6,229-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $506-100.0% | $9,014-100.0% | $592-100.0% |