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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.6+ years Service code 15 · EIN 13-3745616 | Recordkeeping | $39,922 |
MILLER KAPLAN ARASE LLP3 years Service code 10 · EIN 95-2036255 | Accounting | $28,300 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,689 | $54,121-50.7% | $134,162-80.1% | $73,412-63.6% |
| Participation rate | 87.3% | 64.4%+23.0pp | 72.2%+15.2pp | 72.2%+15.2pp |
| Annual return | 9.33% | -312.52%+321.9pp | 36.35%-27.0pp | 59.30%-50.0pp |
| Employer contribution / active EE | $2,110 | $1,402+50.5% | $3,705-43.1% | $2,234-5.5% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,500-100.0% | $3,806-100.0% |
| Admin fee / account holder | $181 | $132+37.1% | $6,685-97.3% | $158+14.9% |