Filed January 20, 2022
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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.1+ years Filed as: PENTEGRA SERVICES INC. Service code 15 701 WESTCHESTER AVENUE · WHITE PLAINS, NY 10604 | Recordkeeping | $24,874 |
RUDD & COMPANY PLLC1+ years Filed as: RUDD & COMPANY, PLLC Service code 10 725 S WOODRUFF AVE · IDAHO FALLS, ID 83401 | Accounting | $11,275 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,069 | $70,667+3.4% | $123,105-40.6% | $52,331+39.6% |
| Participation rate | 83.4% | 83.7%-0.3pp | 86.8%-3.3pp | 68.1%+15.3pp |
| Annual return | -0.38% | 6.23%-6.6pp | 13.22%-13.6pp | 4.54%-4.9pp |
| Employer contribution / active EE | $6,705 | $2,946+127.6% | $5,151+30.2% | $1,882+256.4% |
| Participant deferral / active EE | $0 | $4,493-100.0% | $6,229-100.0% | $3,022-100.0% |
| Admin fee / account holder | $241 | $506-52.3% | $9,014-97.3% | $592-59.2% |