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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.5 years Filed as: PENTEGRA SERVICES INC. Service code 13 · EIN 13-3745616 | Contract Administrator | $10,988 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL CORP Service code 49 | Other Services | $8,594 |
Filed as: PRINCIPAL LIFE INSURANCE Service code 13 · EIN 42-0127290 | Contract Administrator | $2,922 |
LPL FINANCIAL4 years Service code 49 · EIN 95-2834236 | Other Services | $0 |
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 | $13,970 | $78,483-82.2% | $106,201-86.8% | $74,546-81.3% |
| Participation rate | 78.4% | 72.8%+5.6pp | 75.3%+3.2pp | 67.2%+11.2pp |
| Annual return | 18.68% | 15.94%+2.7pp | 116.26%-97.6pp | 1366.03%-1347.4pp |
| Employer contribution / active EE | $738 | $2,522-70.7% | $3,170-76.7% | $2,624-71.9% |
| Participant deferral / active EE | $2,378 | $4,320-45.0% | $5,012-52.5% | $4,347-45.3% |
| Admin fee / account holder | $129 | $2,236-94.2% | $11,039-98.8% | $1,944-93.4% |