Filed March 6, 2024 (most recent of 3 filings on file)
Total covered: 4 employees
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.1 year Service code 13 · EIN 13-3745616 108 CORPORATE PARK DRIVE · WHITE PLAINS, NY 10604 | Contract Administrator | $665 |
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 | $79,650 | $100,060-20.4% | $149,721-46.8% | $70,126+13.6% |
| Participation rate | 91.5% | 83.6%+7.9pp | 87.1%+4.4pp | 69.5%+21.9pp |
| Annual return | 23.29% | 27.46%-4.2pp | 1501.67%-1478.4pp | 73.15%-49.9pp |
| Employer contribution / active EE | $1,181 | $3,661-67.8% | $5,444-78.3% | $2,343-49.6% |
| Participant deferral / active EE | $3,379 | $4,982-32.2% | $6,568-48.5% | $3,332+1.4% |
| Admin fee / account holder | $94 | $8,285-98.9% | $11,282-99.2% | $4,645-98.0% |