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.7 years Service code 13 · EIN 13-3745616 108 CORPORATE PARK DRIVE · WHITE PLAINS, NY 10604 | Contract Administrator | $25,585 |
Annual investment return 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 | $106,925 | $125,797-15.0% | $170,057-37.1% | $75,177+42.2% |
| Participation rate | 85.1% | 83.6%+1.5pp | 87.0%-1.9pp | 67.2%+17.9pp |
| Annual return | 13.04% | 27.20%-14.2pp | 53.42%-40.4pp | 160.75%-147.7pp |
| Employer contribution / active EE | $1,473 | $4,616-68.1% | $6,790-78.3% | $2,671-44.9% |
| Participant deferral / active EE | $5,382 | $6,838-21.3% | $10,411-48.3% | $4,126+30.4% |
| Admin fee / account holder | $258 | $8,177-96.8% | $12,826-98.0% | $5,651-95.4% |