Filed February 10, 2025
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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.8+ years Filed as: PENTEGRA RETIRIEMENT TRUST Service code 21 · EIN 58-1428634 | Bank Trustee | $51,506 |
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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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $265,195-100.0% | $422,209-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 49.8%-49.8pp | 23.3%-23.3pp | 55.8%-55.8pp |
| Annual return | -3.13% | 13.43%-16.6pp | 12.68%-15.8pp | 24.44%-27.6pp |
| Employer contribution / active EE | $0 | $48,153-100.0% | $41,609-100.0% | $41,348-100.0% |
| Participant deferral / active EE | $0 | $98-100.0% | $96-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $2,528-100.0% | $10,609-100.0% | $22,013-100.0% |