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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.1+ years Service code 15 · EIN 13-3745616 701 WESTCHESTER AVE · WHITE PLAINS, NY 10604 | Recordkeeping | $17,810 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,650 | $57,976-78.2% | $62,995-79.9% | $62,292-79.7% |
| Participation rate | 98.3% | 75.9%+22.3pp | 74.8%+23.5pp | 69.5%+28.7pp |
| Annual return | 5.58% | 17.54%-12.0pp | 87.57%-82.0pp | 28.90%-23.3pp |
| Employer contribution / active EE | $2,758 | $2,415+14.2% | $2,7590% | $2,042+35.1% |
| Participant deferral / active EE | $0 | $2,956-100.0% | $3,329-100.0% | $3,169-100.0% |
| Admin fee / account holder | $146 | $276-47.2% | $3,600-96.0% | $479-69.6% |