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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.1+ years Service code 15 · EIN 13-3745616 | Recordkeeping | $42,474 |
TRUTINA FINANCIAL1+ years Service code 27 · EIN 20-2951773 | Advisory (Plan) | $39,277 |
SWEENEY CONRAD, P.S.1+ years Filed as: SWEENEY CONRAD. PS Service code 10 · EIN 91-1301672 | Accounting | $5,000 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,384 | $33,745+37.5% | $64,105-27.6% | $55,191-16.0% |
| Participation rate | 86.8% | 59.4%+27.5pp | 68.2%+18.7pp | 69.2%+17.7pp |
| Annual return | -0.30% | 4.95%-5.2pp | 791.24%-791.5pp | 10.78%-11.1pp |
| Employer contribution / active EE | $453 | $641-29.3% | $1,820-75.1% | $1,899-76.1% |
| Participant deferral / active EE | $2,619 | $1,929+35.7% | $2,822-7.2% | $3,046-14.0% |
| Admin fee / account holder | $284 | $94+200.7% | $4,499-93.7% | $91+212.5% |