Filed March 6, 2024 (most recent of 3 filings on file)
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.8 years Service code 13 · EIN 13-3745616 108 CORPORATE PARK DRIVE · WHITE PLAINS, NY 10604 | Contract Administrator | $14,203 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AM Service code 64 · EIN 84-1455663 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,596 |
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 | $125,182 | $138,385-9.5% | $184,200-32.0% | $80,874+54.8% |
| Participation rate | 88.2% | 83.9%+4.3pp | 86.8%+1.3pp | 67.6%+20.5pp |
| Annual return | 16.71% | 20.02%-3.3pp | 28.80%-12.1pp | 35.62%-18.9pp |
| Employer contribution / active EE | $1,527 | $4,849-68.5% | $6,424-76.2% | $2,756-44.6% |
| Participant deferral / active EE | $5,548 | $7,073-21.5% | $9,132-39.2% | $4,297+29.1% |
| Admin fee / account holder | $266 | $10,483-97.5% | $13,907-98.1% | $6,935-96.2% |