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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA RETIREMENT SERVICES Service code 15 · EIN 13-3745616 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,521 | $121,341-18.8% | $189,545-48.0% | $79,389+24.1% |
| Participation rate | 88.7% | 86.1%+2.6pp | 87.8%+0.9pp | 70.7%+18.0pp |
| Annual return | 157.46% | 21.08%+136.4pp | 555.36%-397.9pp | 116.89%+40.6pp |
| Employer contribution / active EE | $5,232 | $3,915+33.7% | $6,162-15.1% | $2,428+115.5% |
| Participant deferral / active EE | $3,562 | $6,395-44.3% | $8,220-56.7% | $4,046-12.0% |
| Admin fee / account holder | $89 | $651-86.4% | $12,049-99.3% | $626-85.8% |