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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.7+ years Service code 15 · EIN 13-3745616 | Recordkeeping | $65,383 |
TRUTINA FINANCIAL7+ years Service code 27 · EIN 20-2951773 | Advisory (Plan) | $50,051 |
RELIANCE TRUST COMPANY6 years Service code 19 · EIN 58-1428634 | Securities Custodian | $14,474 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,653 | $50,956+7.3% | $96,575-43.4% | $86,813-37.0% |
| Participation rate | 91.7% | 65.2%+26.5pp | 69.8%+21.9pp | 72.3%+19.4pp |
| Annual return | 15.22% | 21.27%-6.1pp | 37.79%-22.6pp | 97.93%-82.7pp |
| Employer contribution / active EE | $1,004 | $1,111-9.6% | $2,357-57.4% | $2,406-58.3% |
| Participant deferral / active EE | $3,996 | $2,954+35.3% | $3,849+3.8% | $4,131-3.3% |
| Admin fee / account holder | $267 | $166+60.6% | $6,182-95.7% | $170+57.3% |