Filed January 20, 2022
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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.2+ years Filed as: PENTEGRA SERVICES INC. Service code 15 701 WESTCHESTER AVENUE · WHITE PLAINS, NY 10604 | Recordkeeping | $24,750 |
RUDD & COMPANY PLLC2+ years Filed as: RUDD & COMPANY, PLLC Service code 10 725 S WOODRUFF AVE · IDAHO FALLS, ID 83401 | Accounting | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $77,156 | $74,089+4.1% | $133,975-42.4% | $55,167+39.9% |
| Participation rate | 89.8% | 84.3%+5.5pp | 87.1%+2.7pp | 69.0%+20.8pp |
| Annual return | 5.32% | 12.11%-6.8pp | 29.29%-24.0pp | 169.23%-163.9pp |
| Employer contribution / active EE | $6,982 | $3,064+127.9% | $5,211+34.0% | $1,963+255.8% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $6,282-100.0% | $3,054-100.0% |
| Admin fee / account holder | $242 | $458-47.2% | $9,324-97.4% | $504-52.0% |