Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.2+ years Filed as: PENTEGRA SERVICES INC. Service code 64 701 WESTCHESTER AVE SUITE 320E · WHITE PLAINS, NY 10604 | Recordkeeping Fees | $57,495 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $21,264 | $46,173-53.9% | $170,435-87.5% | $69,631-69.5% |
| Participation rate | 97.3% | 63.9%+33.4pp | 83.6%+13.7pp | 70.7%+26.7pp |
| Annual return | 11.37% | 21.62%-10.3pp | 205.94%-194.6pp | 27571.02%-27559.7pp |
| Employer contribution / active EE | $1,109 | $1,610-31.1% | $5,432-79.6% | $2,032-45.4% |
| Participant deferral / active EE | $986 | $2,080-52.6% | $4,939-80.0% | $3,224-69.4% |
| Admin fee / account holder | $201 | $116+73.7% | $13,881-98.5% | $110+82.4% |