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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.3 years Filed as: PENTEGRA RETIREMENT SERVICES Service code 15 · EIN 13-3745616 | Recordkeeping | $37,292 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES INC. Service code 13 · EIN 13-3745616 | Contract Administrator | $205 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-1233483 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $195 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,662 | $100,272+44.3% | $170,057-14.9% | $74,473+94.2% |
| Participation rate | 79.2% | 87.4%-8.1pp | 87.0%-7.8pp | 70.7%+8.5pp |
| Annual return | 4.33% | 66.12%-61.8pp | 53.42%-49.1pp | 34.36%-30.0pp |
| Employer contribution / active EE | $5,205 | $4,266+22.0% | $6,790-23.3% | $2,638+97.3% |
| Participant deferral / active EE | $4,264 | $7,147-40.3% | $10,411-59.0% | $4,530-5.9% |
| Admin fee / account holder | $175 | $235-25.3% | $12,826-98.6% | $347-49.5% |