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| Provider | Service type | Compensation |
|---|---|---|
ARIA5 years Service code 28 · EIN 82-0792334 1900 THE ALAMEDA SUITE 100 · SAN JOSE, CA 05126 | Investment Management | $43,026 |
Filed as: MIDATLANTIC Service code 19 · EIN 27-3169253 1251 WATERFRONT PL · PITTSBURGH, PA 15222 | Securities Custodian | $34,465 |
PENTEGRA SERVICES, INC.6 years Filed as: PENTEGRA Service code 15 · EIN 13-3745616 701 WESTCHESTER AVENUE, SUITE 320E · WHITE PLAINS, NY 10604 | Recordkeeping | $33,790 |
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 | $114,215 | $82,163+39.0% | $125,381-8.9% | $64,819+76.2% |
| Participation rate | 87.6% | 77.9%+9.7pp | 82.4%+5.2pp | 71.5%+16.1pp |
| Annual return | -11.21% | 3.49%-14.7pp | 572.31%-583.5pp | 32.84%-44.1pp |
| Employer contribution / active EE | $7,995 | $3,616+121.1% | $4,815+66.0% | $2,507+218.9% |
| Participant deferral / active EE | $10,157 | $7,175+41.6% | $7,448+36.4% | $4,311+135.6% |
| Admin fee / account holder | $177 | $163+8.6% | $10,007-98.2% | $188-5.6% |