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| Provider | Service type | Compensation |
|---|---|---|
ARIA2 years Service code 28 · EIN 82-0792334 1900 THE ALAMEDA SUITE 100 · SAN JOSE, CA 05126 | Investment Management | $61,581 |
PENTEGRA SERVICES, INC.3 years Filed as: PENTEGRA Service code 15 · EIN 13-3745616 701 WESTCHESTER AVENUE, SUITE 320E · WHITE PLAINS, NY 10604 | Recordkeeping | $30,848 |
Filed as: MIDATLANTIC Service code 19 · EIN 27-3169253 1251 WATERFRONT PL · PITTSBURGH, PA 15222 | Securities Custodian | $16,421 |
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 | $88,122-100.0% | $141,191-100.0% | $67,579-100.0% |
| Participation rate | 0.0% | 76.5%-76.5pp | 82.5%-82.5pp | 71.3%-71.3pp |
| Annual return | 23.12% | 75.40%-52.3pp | 71.41%-48.3pp | 378.56%-355.4pp |
| Employer contribution / active EE | $10,575 | $3,224+228.0% | $4,736+123.3% | $2,148+392.4% |
| Participant deferral / active EE | $8,824 | $5,958+48.1% | $6,710+31.5% | $3,539+149.3% |
| Admin fee / account holder | $0 | $131-100.0% | $10,264-100.0% | $142-100.0% |