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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.8+ years Service code 15 · EIN 13-3745616 | Recordkeeping | $50,605 |
MILLER KAPLAN ARASE LLP5 years Service code 10 · EIN 95-2036255 | Accounting | $31,300 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,060 | $47,898-51.9% | $117,533-80.4% | $64,819-64.4% |
| Participation rate | 90.2% | 61.9%+28.3pp | 70.6%+19.6pp | 71.5%+18.8pp |
| Annual return | -14.47% | -15.54%+1.1pp | 29.77%-44.2pp | 32.84%-47.3pp |
| Employer contribution / active EE | $1,845 | $1,774+4.0% | $4,179-55.9% | $2,507-26.4% |
| Participant deferral / active EE | $0 | $3,151-100.0% | $4,072-100.0% | $4,311-100.0% |
| Admin fee / account holder | $177 | $132+34.3% | $5,647-96.9% | $188-5.7% |