Filed February 10, 2025
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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.1+ years Filed as: PENTEGRA RETIRIEMENT TRUST Service code 21 · EIN 58-1428634 | Bank Trustee | $48,146 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $79,438-100.0% | $374,107-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 9.7%-9.7pp | 22.0%-22.0pp | 12.6%-12.6pp |
| Annual return | 2.30% | 5.68%-3.4pp | 4.74%-2.4pp | 4.56%-2.3pp |
| Employer contribution / active EE | $19,481 | $16,243+19.9% | $36,089-46.0% | $15,526+25.5% |
| Participant deferral / active EE | $0 | $115-100.0% | $59-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $2,542-100.0% | $10,677-100.0% | $1,711-100.0% |