Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES Service code 15 · EIN 13-3745616 | Recordkeeping | $4,735 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,303 | $99,957-73.7% | $149,730-82.4% | $73,493-64.2% |
| Participation rate | 60.6% | 75.7%-15.1pp | 82.5%-21.8pp | 70.7%-10.0pp |
| Annual return | 22.24% | 53.87%-31.6pp | 276.70%-254.5pp | 28.51%-6.3pp |
| Employer contribution / active EE | $2,618 | $3,191-18.0% | $4,645-43.6% | $2,270+15.3% |
| Participant deferral / active EE | $6,095 | $6,073+0.4% | $6,843-10.9% | $3,740+63.0% |
| Admin fee / account holder | $32 | $551-94.2% | $9,310-99.7% | $513-93.7% |