Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.1+ years Filed as: PENTEGRA SERVICES Service code 15 · EIN 13-3745616 | Recordkeeping | $14,309 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,059 | $52,961-50.8% | $172,755-84.9% | $65,185-60.0% |
| Participation rate | 80.9% | 66.2%+14.7pp | 82.6%-1.7pp | 70.2%+10.7pp |
| Annual return | 13.63% | 30.12%-16.5pp | 802.94%-789.3pp | 29.38%-15.8pp |
| Employer contribution / active EE | $1,352 | $2,190-38.3% | $5,144-73.7% | $2,177-37.9% |
| Participant deferral / active EE | $2,283 | $2,471-7.6% | $5,198-56.1% | $3,514-35.0% |
| Admin fee / account holder | $126 | $472-73.2% | $13,955-99.1% | $847-85.1% |