Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.2+ years Service code 14 · EIN 61-1667838 | Plan Administrator | $258,775 |
NOVUS ADVISORS2+ years Service code 27 · EIN 80-0717897 | Advisory (Plan) | $114,465 |
BENEFIT SOURCE INC.1 year Service code 15 1629 EAST NORTH STREET · GREENVILLE, SC 29607 | Recordkeeping | $56,814 |
Filed as: BAUKNIGHT, PIETRAS & STORMER, PA Service code 10 · EIN 57-0940019 | Accounting | $13,025 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $7,038 |
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).
Form 5500 reported that benefits due were not provided when due.
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 | $7,464 | $80,354-90.7% | $133,975-94.4% | $63,975-88.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 87.1%+12.9pp | 71.1%+28.9pp |
| Annual return | 3.05% | 13.11%-10.1pp | 29.29%-26.2pp | 48.65%-45.6pp |
| Employer contribution / active EE | $4,447 | $3,503+26.9% | $5,211-14.7% | $2,182+103.8% |
| Participant deferral / active EE | $156 | $5,239-97.0% | $6,282-97.5% | $3,356-95.4% |
| Admin fee / account holder | $180 | $69+160.2% | $9,324-98.1% | $70+156.1% |