Filed July 22, 2020 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.2+ years Filed as: PENTEGRA Service code 13 · EIN 13-3745616 | Contract Administrator | $10,180 |
REHMANN ROBSON2+ years Filed as: REHMANN ROBSON LLC Service code 10 · EIN 38-3635706 | Accounting | $9,847 |
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 | $34,206 | $74,089-53.8% | $133,975-74.5% | $55,167-38.0% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.1%+12.9pp | 69.0%+31.0pp |
| Annual return | 19.62% | 12.11%+7.5pp | 29.29%-9.7pp | 169.23%-149.6pp |
| Employer contribution / active EE | $0 | $3,064-100.0% | $5,211-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $6,282-100.0% | $3,054-100.0% |
| Admin fee / account holder | $129 | $458-71.9% | $9,324-98.6% | $504-74.5% |