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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $38,886 |
PENTEGRA SERVICES, INC.3 years Filed as: PENTEGRA SERVICES INC Service code 13 · EIN 13-3745616 | Contract Administrator | $23,023 |
Filed as: QBOX Service code 27 · EIN 46-2486380 | Advisory (Plan) | $14,195 |
PENTEGRA SERVICES, INC.3 years Filed as: PENTEGRA SERVICES INC. Service code 13 | Contract Administrator | $2,580 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,265 | $44,206-24.8% | $94,057-64.6% | $64,728-48.6% |
| Participation rate | 86.7% | 51.0%+35.7pp | 73.3%+13.3pp | 57.9%+28.8pp |
| Annual return | 16.18% | 259.42%-243.2pp | 480.62%-464.4pp | 49.38%-33.2pp |
| Employer contribution / active EE | $1,197 | $1,635-26.8% | $2,933-59.2% | $2,243-46.6% |
| Participant deferral / active EE | $3,408 | $1,902+79.2% | $4,709-27.6% | $2,729+24.9% |
| Admin fee / account holder | $262 | $1,230-78.7% | $7,244-96.4% | $1,145-77.1% |