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.6 years Service code 13 · EIN 13-3745616 108 CORPORATE PARK DRIVE · WHITE PLAINS, NY 10604 | Contract Administrator | $27,795 |
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 | $92,959 | $110,083-15.6% | $151,645-38.7% | $68,490+35.7% |
| Participation rate | 90.3% | 84.0%+6.4pp | 87.5%+2.8pp | 67.9%+22.4pp |
| Annual return | -1.86% | -10.12%+8.3pp | 3.34%-5.2pp | -7.85%+6.0pp |
| Employer contribution / active EE | $1,336 | $4,470-70.1% | $6,165-78.3% | $2,597-48.5% |
| Participant deferral / active EE | $5,035 | $6,526-22.8% | $8,363-39.8% | $4,028+25.0% |
| Admin fee / account holder | $265 | $7,718-96.6% | $11,614-97.7% | $5,403-95.1% |