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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.1+ years Filed as: PENTEGRA SERVICES INC. Service code 64 701 WESTCHESTER AVE SUITE 320E · WHITE PLAINS, NY 10604 | Recordkeeping Fees | $4,809 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 23 300 DAVIDSON AVE · SOMEREST, NJ 08873 | Insurance services | $4,079 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,916-100.0% | $156,551-100.0% | $57,658-100.0% |
| Participation rate | 0.0% | 63.4%-63.4pp | 84.0%-84.0pp | 70.2%-70.2pp |
| Annual return | 0.26% | 12.38%-12.1pp | 32.23%-32.0pp | 5.13%-4.9pp |
| Employer contribution / active EE | $949 | $1,571-39.6% | $5,501-82.7% | $1,974-51.9% |
| Participant deferral / active EE | $809 | $1,926-58.0% | $4,871-83.4% | $3,061-73.6% |
| Admin fee / account holder | $0 | $82-100.0% | $13,028-100.0% | $95-100.0% |