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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.5+ years Service code 15 · EIN 13-3745616 | Recordkeeping | $57,621 |
TRUTINA FINANCIAL5+ years Service code 27 · EIN 20-2951773 | Advisory (Plan) | $42,139 |
SWEENEY CONRAD, P.S.2 years Filed as: SWEENEY CONRAD, PS Service code 10 · EIN 91-1301672 | Accounting | $6,500 |
RELIANCE TRUST COMPANY4 years Service code 19 · EIN 58-1428634 | Securities Custodian | $5,521 |
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 | $47,658 | $40,174+18.6% | $84,020-43.3% | $67,579-29.5% |
| Participation rate | 93.3% | 62.7%+30.7pp | 69.0%+24.3pp | 71.3%+22.1pp |
| Annual return | 20.26% | 25.82%-5.6pp | 71.31%-51.1pp | 378.56%-358.3pp |
| Employer contribution / active EE | $619 | $808-23.3% | $1,984-68.8% | $2,148-71.2% |
| Participant deferral / active EE | $3,144 | $2,301+36.6% | $3,239-2.9% | $3,539-11.2% |
| Admin fee / account holder | $276 | $128+115.1% | $6,101-95.5% | $142+94.0% |