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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.5 years Filed as: PENTEGRA TRUST COMPANY Service code 22 · EIN 13-4021417 | Insurance Broker | $18,175 |
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,261 | $67,2610% | $220,551-69.5% | $82,186-18.2% |
| Participation rate | 100.0% | 3.6%+96.4pp | 8.7%+91.3pp | 3.6%+96.4pp |
| Annual return | 25.08% | 8.91%+16.2pp | 7.32%+17.8pp | 11.84%+13.2pp |
| Employer contribution / active EE | $6,720 | $8,713-22.9% | $23,426-71.3% | $17,339-61.2% |
| Participant deferral / active EE | $0 | $675-100.0% | $107-100.0% | $683-100.0% |
| Admin fee / account holder | $892 | $8920% | $9,522-90.6% | $409+118.1% |