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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.3 years Filed as: PENTEGRA RETIREMENT SERVICES Service code 15 · EIN 13-3745616 | Recordkeeping | $104,546 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,179,295 | $111,608+15292.5% | $177,840+9560.0% | $73,412+23301.1% |
| Participation rate | 0.0% | 87.9%-87.9pp | 87.7%-87.7pp | 72.2%-72.2pp |
| Annual return | 36.02% | 18.23%+17.8pp | 48.32%-12.3pp | 59.30%-23.3pp |
| Employer contribution / active EE | $4,625 | $3,796+21.8% | $5,919-21.9% | $2,234+107.1% |
| Participant deferral / active EE | $6,378 | $6,199+2.9% | $7,714-17.3% | $3,806+67.6% |
| Admin fee / account holder | $55,318 | $166+33310.4% | $12,431+345.0% | $158+34935.4% |