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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.4 years Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE, SUITE 320E · WHITE PLAINS, NY 10604 | Plan Administrator | $132,787 |
MATRIX TRUST COMPANY4 years Filed as: MATRIX Service code 19 · EIN 75-3182674 | Securities Custodian | $12,392 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported that benefits due were not provided when due.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,220 | $93,024-75.0% | $77,024-69.9% | $134,475-82.7% |
| Participation rate | 0.0% | 74.5%-74.5pp | 67.9%-67.9pp | 81.2%-81.2pp |
| Annual return | -10.38% | 62.60%-73.0pp | 42.32%-52.7pp | 417.96%-428.3pp |
| Employer contribution / active EE | $0 | $3,418-100.0% | $2,812-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $0 | $5,238-100.0% | $4,426-100.0% | $6,400-100.0% |
| Admin fee / account holder | $314 | $6,944-95.5% | $5,425-94.2% | $11,426-97.3% |