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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.4 years Service code 13 701 WESTCHESTER AVE STE 320E · WHITE PLAINS, NY 10604 | Contract Administrator | $69,954 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $69,615 |
WITHUMSMITH+BROWN, PC4 years Filed as: RUBIN BROWN LLP Service code 10 PO BOX 790379 · ST. LOUIS, MO 63179 | Accounting | $21,700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,476 | $92,090-22.4% | $106,201-32.7% | $77,671-8.0% |
| Participation rate | 52.5% | 81.0%-28.5pp | 75.3%-22.8pp | 70.6%-18.1pp |
| Annual return | 12.25% | 17.89%-5.6pp | 116.26%-104.0pp | 31.21%-19.0pp |
| Employer contribution / active EE | $1,625 | $3,368-51.8% | $3,170-48.7% | $2,726-40.4% |
| Participant deferral / active EE | $2,518 | $5,386-53.3% | $5,012-49.8% | $4,648-45.8% |
| Admin fee / account holder | $237 | $219+8.0% | $11,039-97.9% | $430-45.0% |