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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.5+ years Filed as: PENTEGRA SERVICES INC. Service code 14 701 WESTCHESTER AVE SUITE 320E · WHITE PLAINS, NY 10604 | Plan Administrator | $66,960 |
Service code 17 · EIN 36-4540515 1127 HENDERSONVILLE RD B · ASHEVILLE, NC 28803 | Pension Consulting | $25,741 |
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 | $17,699 | $52,293-66.2% | $178,503-90.1% | $73,412-75.9% |
| Participation rate | 84.8% | 65.3%+19.4pp | 81.9%+2.8pp | 72.2%+12.6pp |
| Annual return | 3.09% | 34.75%-31.7pp | 151.12%-148.0pp | 59.30%-56.2pp |
| Employer contribution / active EE | $1,002 | $1,736-42.3% | $5,011-80.0% | $2,234-55.2% |
| Participant deferral / active EE | $916 | $2,333-60.8% | $5,202-82.4% | $3,806-75.9% |
| Admin fee / account holder | $184 | $127+44.8% | $13,987-98.7% | $158+16.8% |