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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.2 years Filed as: PENTEGRA RETIREMENT SERVICES Service code 15 · EIN 13-3745616 | Recordkeeping | $32,500 |
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 | $119,064 | $86,897+37.0% | $151,645-21.5% | $64,824+83.7% |
| Participation rate | 89.1% | 87.3%+1.9pp | 87.5%+1.7pp | 71.5%+17.7pp |
| Annual return | 30.76% | -3.57%+34.3pp | 3.34%+27.4pp | 32.84%-2.1pp |
| Employer contribution / active EE | $5,245 | $4,010+30.8% | $6,165-14.9% | $2,507+109.2% |
| Participant deferral / active EE | $3,724 | $6,690-44.3% | $8,363-55.5% | $4,311-13.6% |
| Admin fee / account holder | $134 | $153-12.6% | $11,614-98.8% | $188-28.8% |