Filed October 9, 2024 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.3+ years Filed as: PENTEGRA TRUST COMPANY Service code 21 · EIN 13-4021417 | Bank Trustee | $163,143 |
H BECK INC3+ years Service code 16 6600 ROCKLEDGE DRIVE · BETHESDA, MD 20817 | Consulting | $87,995 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $46,757-100.0% | $411,917-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 11.3%-11.3pp |
| Annual return | 13.95% | 11.16%+2.8pp | 10.36%+3.6pp | 10.41%+3.5pp |
| Employer contribution / active EE | $0 | $16,610-100.0% | $37,738-100.0% | $14,691-100.0% |
| Participant deferral / active EE | $0 | $28-100.0% | $137-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $15,661-100.0% | $2,646-100.0% |