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.5 years Service code 13 · EIN 13-3745616 108 CORPORATE PARK DRIVE · WHITE PLAINS, NY 10604 | Contract Administrator | $30,012 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $101,207 | $137,414-26.3% | $189,545-46.6% | $85,851+17.9% |
| Participation rate | 89.0% | 84.6%+4.4pp | 87.8%+1.2pp | 69.3%+19.7pp |
| Annual return | 8.62% | 38.14%-29.5pp | 555.36%-546.7pp | 318.63%-310.0pp |
| Employer contribution / active EE | $1,276 | $4,344-70.6% | $6,162-79.3% | $2,565-50.3% |
| Participant deferral / active EE | $4,860 | $6,260-22.4% | $8,220-40.9% | $3,952+23.0% |
| Admin fee / account holder | $291 | $8,630-96.6% | $12,049-97.6% | $6,261-95.3% |