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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.3+ years Filed as: PENTEGRA SERVICES INC. Service code 64 701 WESTCHESTER AVE SUITE 320E · WHITE PLAINS, NY 10604 | Recordkeeping Fees | $81,520 |
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 | $18,416 | $37,196-50.5% | $154,108-88.0% | $55,725-67.0% |
| Participation rate | 74.2% | 64.1%+10.1pp | 83.0%-8.9pp | 70.9%+3.3pp |
| Annual return | 7.54% | 1319.68%-1312.1pp | 735.21%-727.7pp | 244.93%-237.4pp |
| Employer contribution / active EE | $1,004 | $1,614-37.8% | $5,298-81.0% | $2,078-51.7% |
| Participant deferral / active EE | $845 | $2,068-59.2% | $5,081-83.4% | $3,356-74.8% |
| Admin fee / account holder | $196 | $102+93.4% | $13,411-98.5% | $115+70.6% |