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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.1+ years Filed as: ALLIANCE BENEFIT GROUP - PENTEGRA Service code 15 · EIN 13-3892096 5250 77 CENTER DRIVE SUITE 450 · CHARLOTTE, NC 282170709 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,703 | $50,464-62.9% | $75,784-75.3% | $52,331-64.3% |
| Participation rate | 35.1% | 66.8%-31.7pp | 75.8%-40.8pp | 68.1%-33.0pp |
| Annual return | -1.26% | 1.03%-2.3pp | 9.68%-10.9pp | 4.54%-5.8pp |
| Employer contribution / active EE | $463 | $1,988-76.7% | $3,323-86.1% | $1,882-75.4% |
| Participant deferral / active EE | $1,059 | $2,570-58.8% | $3,652-71.0% | $3,022-65.0% |
| Admin fee / account holder | $13 | $1,103-98.9% | $5,300-99.8% | $592-97.9% |