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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.4+ years Filed as: PENTEGRA SERVICES INC. Service code 64 701 WESTCHESTER AVE SUITE 320E · WHITE PLAINS, NY 10604 | Recordkeeping Fees | $100,531 |
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 | $19,510 | $62,928-69.0% | $172,752-88.7% | $67,579-71.1% |
| Participation rate | 78.9% | 64.5%+14.4pp | 82.6%-3.8pp | 71.3%+7.6pp |
| Annual return | 5.04% | 30.36%-25.3pp | 802.97%-797.9pp | 378.56%-373.5pp |
| Employer contribution / active EE | $907 | $1,636-44.6% | $5,144-82.4% | $2,148-57.8% |
| Participant deferral / active EE | $783 | $2,145-63.5% | $5,198-84.9% | $3,539-77.9% |
| Admin fee / account holder | $237 | $167+42.0% | $13,955-98.3% | $142+66.2% |