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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 45-0134280 | Contract Administrator | $57,592 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA RETIREMENT SERVICES Service code 15 · EIN 13-3745616 | Recordkeeping | $25,359 |
Filed as: MID ATLANTIC TRUST COMPANY Service code 19 · EIN 25-1409618 | Securities Custodian | $17,464 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $375,163 | $98,776+279.8% | $149,745+150.5% | $79,856+369.8% |
| Participation rate | 98.9% | 75.8%+23.1pp | 82.5%+16.4pp | 69.6%+29.2pp |
| Annual return | 140.43% | 27.38%+113.1pp | 276.72%-136.3pp | 31.71%+108.7pp |
| Employer contribution / active EE | $14,322 | $3,217+345.2% | $4,646+208.3% | $2,471+479.6% |
| Participant deferral / active EE | $9,359 | $5,681+64.7% | $6,843+36.8% | $3,741+150.2% |
| Admin fee / account holder | $777 | $6,053-87.2% | $9,312-91.7% | $5,306-85.4% |