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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.7+ years Filed as: PENTEGRA SERVICES INC. Service code 14 701 WESTCHESTER AVE SUITE 320E · WHITE PLAINS, NY 10604 | Plan Administrator | $72,529 |
Service code 17 · EIN 36-4540515 1127 HENDERSONVILLE RD B · ASHEVILLE, NC 28803 | Pension Consulting | $35,204 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,517 | $46,332-60.0% | $143,799-87.1% | $64,819-71.4% |
| Participation rate | 72.1% | 64.2%+7.9pp | 80.3%-8.2pp | 71.5%+0.7pp |
| Annual return | -12.29% | -10.05%-2.2pp | -0.04%-12.2pp | 32.84%-45.1pp |
| Employer contribution / active EE | $834 | $1,911-56.3% | $4,952-83.2% | $2,507-66.7% |
| Participant deferral / active EE | $1,184 | $2,647-55.3% | $5,638-79.0% | $4,311-72.5% |
| Admin fee / account holder | $213 | $154+38.6% | $14,677-98.5% | $188+13.5% |