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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.9+ years Service code 15 · EIN 13-3745616 | Recordkeeping | $38,449 |
MILLER KAPLAN ARASE LLP6 years Service code 10 · EIN 95-2036255 | Accounting | $31,300 |
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 | $27,853 | $53,344-47.8% | $121,169-77.0% | $74,440-62.6% |
| Participation rate | 100.0% | 60.0%+40.0pp | 69.5%+30.5pp | 70.7%+29.3pp |
| Annual return | 11.73% | 35.15%-23.4pp | 986.71%-975.0pp | 34.37%-22.6pp |
| Employer contribution / active EE | $2,075 | $1,898+9.3% | $4,168-50.2% | $2,638-21.3% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $4,083-100.0% | $4,529-100.0% |
| Admin fee / account holder | $156 | $382-59.1% | $5,645-97.2% | $348-55.1% |