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| Provider | Service type | Compensation |
|---|---|---|
ARIA3 years Service code 28 · EIN 82-0792334 1900 THE ALAMEDA SUITE 100 · SAN JOSE, CA 05126 | Investment Management | $75,672 |
PENTEGRA SERVICES, INC.4 years Filed as: PENTEGRA Service code 15 · EIN 13-3745616 701 WESTCHESTER AVENUE, SUITE 320E · WHITE PLAINS, NY 10604 | Recordkeeping | $20,767 |
Filed as: MIDATLANTIC Service code 19 · EIN 27-3169253 1251 WATERFRONT PL · PITTSBURGH, PA 15222 | Securities Custodian | $20,189 |
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 | $100,801-100.0% | $149,745-100.0% | $73,412-100.0% |
| Participation rate | 0.0% | 77.7%-77.7pp | 82.5%-82.5pp | 72.2%-72.2pp |
| Annual return | 14.92% | 265.34%-250.4pp | 276.72%-261.8pp | 59.30%-44.4pp |
| Employer contribution / active EE | $8,088 | $3,312+144.2% | $4,646+74.1% | $2,234+262.1% |
| Participant deferral / active EE | $8,990 | $6,404+40.4% | $6,843+31.4% | $3,806+136.2% |
| Admin fee / account holder | $0 | $181-100.0% | $9,312-100.0% | $158-100.0% |