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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES, INC Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE STE 320E · WHITE PLAINS, NY 106043027 | Plan Administrator | $16,500 |
CAP FINANCIAL PARTNERS, LLC2 years Service code 51 · EIN 26-0058143 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 276095734 | Investment Mgmt Fees | $16,219 |
VRAKAS ADVISORS6 years Service code 26 · EIN 83-1819454 7500 GREEN BAY ROAD · KENOSHA, WI 531424059 | Advisory (Participants) | $9,405 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,887 | $69,708+67.7% | $67,560+73.0% | $74,478+56.9% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 12.34% | -40.67%+53.0pp | 3533.50%-3521.2pp | 1370.56%-1358.2pp |
| Employer contribution / active EE | $4,130 | $2,715+52.1% | $2,737+50.9% | $2,626+57.3% |
| Participant deferral / active EE | $3,772 | $3,637+3.7% | $4,004-5.8% | $4,350-13.3% |
| Admin fee / account holder | $169 | $887-81.0% | $3,994-95.8% | $1,946-91.3% |