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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.9 years Filed as: PENTEGRA TRUST COMPANY Service code 15 · EIN 13-4021417 | Recordkeeping | $58,570 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $136,833-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.5%-2.5pp | 12.5%-12.5pp | 2.5%-2.5pp |
| Annual return | 6.74% | 8.25%-1.5pp | -1.97%+8.7pp | 8.25%-1.5pp |
| Employer contribution / active EE | $6,094 | $18,668-67.4% | $19,908-69.4% | $18,668-67.4% |
| Participant deferral / active EE | $0 | $1,498-100.0% | $0 | $1,498-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $5,412-100.0% | $200-100.0% |