Filed July 22, 2020 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
REHMANN ROBSON3+ years Filed as: REHMANN ROBSON LLC Service code 10 · EIN 38-3635706 | Accounting | $11,109 |
PENTEGRA SERVICES, INC.3+ years Filed as: PENTEGRA Service code 13 · EIN 13-3745616 | Contract Administrator | $10,180 |
Annual investment return 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.
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 | $31,444 | $89,739-65.0% | $149,721-79.0% | $62,293-49.5% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 7.93% | 21.01%-13.1pp | 1501.67%-1493.7pp | 28.90%-21.0pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $5,444-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,568-100.0% | $3,169-100.0% |
| Admin fee / account holder | $151 | $551-72.7% | $11,282-98.7% | $479-68.6% |