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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $190,583 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES INC. Service code 14 · EIN 13-3745616 | Plan Administrator | $101,864 |
NOVUS ADVISORS1 year Filed as: NORUS ADVISORS Service code 27 · EIN 80-0717897 | Advisory (Plan) | $44,183 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $26,158 |
ORENDA RETIREMENT, LLC1 year Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 03-6877979 | Contract Administrator | $21,973 |
Filed as: NEEDLES & ASSOCIATES LLC Service code 10 · EIN 51-0435869 | Accounting | $10,476 |
MATRIX TRUST COMPANY4 years Filed as: MATRIX Service code 19 · EIN 75-3182674 | Securities Custodian | $8,652 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,453 | $122,585-88.2% | $184,256-92.2% | $200,096-92.8% |
| Participation rate | 73.7% | 86.9%-13.2pp | 86.8%-13.1pp | 72.0%+1.7pp |
| Annual return | 10.27% | 144.12%-133.8pp | 28.85%-18.6pp | 34.26%-24.0pp |
| Employer contribution / active EE | $2,740 | $4,571-40.1% | $6,427-57.4% | $3,038-9.8% |
| Participant deferral / active EE | $269 | $7,972-96.6% | $9,133-97.1% | $5,090-94.7% |
| Admin fee / account holder | $177 | $120+47.1% | $13,899-98.7% | $269-34.3% |