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| Provider | Service type | Compensation |
|---|---|---|
ARIA1 year Service code 28 · EIN 82-0792334 1900 THE ALAMEDA SUITE 100 · SAN JOSE, CA 05126 | Investment Management | $55,385 |
PENTEGRA SERVICES, INC.2 years Filed as: PENTEGRA Service code 15 · EIN 13-3745616 701 WESTCHESTER AVENUE, SUITE 320E · WHITE PLAINS, NY 10604 | Recordkeeping | $30,962 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $75,388-100.0% | $123,553-100.0% | $55,725-100.0% |
| Participation rate | 0.0% | 75.7%-75.7pp | 82.3%-82.3pp | 70.9%-70.9pp |
| Annual return | -3.62% | 4.48%-8.1pp | 119.21%-122.8pp | 244.93%-248.5pp |
| Employer contribution / active EE | $5,319 | $3,063+73.6% | $4,628+14.9% | $2,078+156.0% |
| Participant deferral / active EE | $8,263 | $5,651+46.2% | $6,426+28.6% | $3,356+146.3% |
| Admin fee / account holder | $0 | $120-100.0% | $9,284-100.0% | $115-100.0% |