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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.4+ years Filed as: ALLIANCE BENEFIT GROUP - PENTEGRA Service code 15 · EIN 13-3892096 5350 77 CENTER DRIVE SUITE 200 · CHARLOTTE, NC 282170709 | Recordkeeping | $3,441 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,049 | $56,443-66.3% | $83,831-77.3% | $55,725-65.8% |
| Participation rate | 37.0% | 72.0%-35.0pp | 76.1%-39.1pp | 70.9%-33.8pp |
| Annual return | -4.41% | 393.67%-398.1pp | 850.99%-855.4pp | 244.93%-249.3pp |
| Employer contribution / active EE | $728 | $2,682-72.9% | $3,631-80.0% | $2,078-65.0% |
| Participant deferral / active EE | $1,196 | $2,965-59.6% | $4,082-70.7% | $3,356-64.3% |
| Admin fee / account holder | $22 | $156-85.6% | $5,479-99.6% | $115-80.5% |