Filed January 20, 2022
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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.3+ years Filed as: PENTEGRA SERVICES INC. Service code 15 701 WESTCHESTER AVENUE · WHITE PLAINS, NY 10604 | Recordkeeping | $45,017 |
RUDD & COMPANY PLLC3+ 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 | $85,530 | $89,739-4.7% | $149,721-42.9% | $62,293+37.3% |
| Participation rate | 81.8% | 85.1%-3.3pp | 87.1%-5.3pp | 69.5%+12.3pp |
| Annual return | 10.93% | 21.01%-10.1pp | 1501.67%-1490.7pp | 28.90%-18.0pp |
| Employer contribution / active EE | $6,639 | $3,233+105.4% | $5,444+21.9% | $2,042+225.1% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,568-100.0% | $3,169-100.0% |
| Admin fee / account holder | $274 | $551-50.2% | $11,282-97.6% | $479-42.7% |