Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $51,878-35.9% | $68,368-51.3% | $79,634-58.2% |
| Participation rate | 86.7% | 53.7%+33.0pp | 73.8%+12.9pp | 62.5%+24.2pp |
| Annual return | 16.18% | 137.43%-121.2pp | 292.57%-276.4pp | 36.46%-20.3pp |
| Employer contribution / active EE | $1,197 | $1,931-38.0% | $2,649-54.8% | $2,529-52.7% |
| Participant deferral / active EE | $3,408 | $2,577+32.2% | $4,123-17.3% | $3,835-11.1% |
| Admin fee / account holder | $262 | $942-72.1% | $5,150-94.9% | $1,002-73.8% |