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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.6+ years Service code 15 · EIN 13-3745616 | Recordkeeping | $67,759 |
TRUTINA FINANCIAL6+ years Service code 27 · EIN 20-2951773 | Advisory (Plan) | $44,103 |
RELIANCE TRUST COMPANY5 years Service code 19 · EIN 58-1428634 | Securities Custodian | $5,559 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,008 | $64,286-17.5% | $90,965-41.7% | $73,412-27.8% |
| Participation rate | 87.8% | 63.6%+24.2pp | 69.0%+18.8pp | 72.2%+15.7pp |
| Annual return | 13.53% | 21.46%-7.9pp | 134.57%-121.0pp | 59.30%-45.8pp |
| Employer contribution / active EE | $675 | $895-24.6% | $2,122-68.2% | $2,234-69.8% |
| Participant deferral / active EE | $3,294 | $2,453+34.3% | $3,373-2.3% | $3,806-13.4% |
| Admin fee / account holder | $276 | $287-4.0% | $5,960-95.4% | $158+74.6% |