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| Provider | Service type | Compensation |
|---|---|---|
ARIA6 years Service code 28 · EIN 82-0792334 1900 THE ALAMEDA SUITE 100 · SAN JOSE, CA 05126 | Investment Management | $0 |
Filed as: MIDATLANTIC Service code 19 · EIN 27-3169253 1251 WATERFRONT PL · PITTSBURGH, PA 15222 | Securities Custodian | $0 |
PENTEGRA SERVICES, INC.7 years Filed as: PENTEGRA Service code 15 · EIN 13-3745616 701 WESTCHESTER AVENUE, SUITE 320E · WHITE PLAINS, NY 10604 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $124,591 | $95,417+30.6% | $135,974-8.4% | $74,460+67.3% |
| Participation rate | 99.5% | 78.2%+21.2pp | 81.9%+17.5pp | 70.7%+28.7pp |
| Annual return | 15.08% | 32.76%-17.7pp | 68.30%-53.2pp | 34.38%-19.3pp |
| Employer contribution / active EE | $7,137 | $3,878+84.1% | $4,859+46.9% | $2,638+170.5% |
| Participant deferral / active EE | $11,312 | $7,789+45.2% | $7,760+45.8% | $4,530+149.7% |
| Admin fee / account holder | $110 | $266-58.7% | $10,767-99.0% | $348-68.4% |