Filed February 10, 2025
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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.2+ years Filed as: PENTEGRA RETIRIEMENT TRUST Service code 21 · EIN 58-1428634 | Bank Trustee | $52,729 |
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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 | $46,757-100.0% | $411,917-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 11.3%-11.3pp |
| Annual return | 14.17% | 11.16%+3.0pp | 10.36%+3.8pp | 10.41%+3.8pp |
| Employer contribution / active EE | $8,333 | $16,610-49.8% | $37,738-77.9% | $14,691-43.3% |
| Participant deferral / active EE | $0 | $28-100.0% | $137-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $15,661-100.0% | $2,646-100.0% |