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.3 years Service code 13 · EIN 13-3745616 108 CORPORATE PARK DRIVE · WHITE PLAINS, NY 10604 | Contract Administrator | $3,160 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $99,992 | $109,359-8.6% | $162,185-38.3% | $72,976+37.0% |
| Participation rate | 84.5% | 84.3%+0.3pp | 87.6%-3.0pp | 69.5%+15.0pp |
| Annual return | 16.54% | 25.46%-8.9pp | 115.61%-99.1pp | 81.02%-64.5pp |
| Employer contribution / active EE | $1,124 | $3,907-71.2% | $5,613-80.0% | $2,440-53.9% |
| Participant deferral / active EE | $4,115 | $5,481-24.9% | $7,297-43.6% | $3,608+14.1% |
| Admin fee / account holder | $323 | $7,972-95.9% | $10,844-97.0% | $5,124-93.7% |