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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.4 years Filed as: PENTEGRA SERVICES INC. Service code 13 5350 SEVENTY SEVEN CENTER DR. · CHARLOTTE, NC 28217 | Contract Administrator | $102,831 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $80,573 |
Service code 27 24 E COTA STREET · SANTA BARBARA, CA 93101 | Advisory (Plan) | $58,042 |
Filed as: AUSTIN AREA HUMAN SERVICES ASSOCIAT Service code 99 3308 TREADSOFT COVE · AUSTIN, TX 78748 | Other Fees | $38,530 |
Filed as: EMPOWER ADVISORY ROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Investment Management | $34,453 |
Filed as: ALLIANT INSURANCE SERVICES INC. Service code 27 101 PARK AVE · NEW YORK, NY 10178 | Advisory (Plan) | -$21,929 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,000 | $45,000-53.3% | $143,788-85.4% | $77,906-73.0% |
| Participation rate | 54.3% | 66.8%-12.5pp | 80.3%-26.0pp | 73.7%-19.4pp |
| Annual return | -12.96% | 29.03%-42.0pp | -0.03%-12.9pp | 12.16%-25.1pp |
| Employer contribution / active EE | $907 | $1,870-51.5% | $4,952-81.7% | $2,846-68.1% |
| Participant deferral / active EE | $1,715 | $3,157-45.7% | $5,638-69.6% | $4,805-64.3% |
| Admin fee / account holder | $230 | $98+133.4% | $14,675-98.4% | $133+73.3% |