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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.2 years Filed as: PENTEGRA SERVICES INC. Service code 15 · EIN 13-3745616 701 WESTCHESTER AVENUE · WHITE PLAINS, NY 10604 | Recordkeeping | $4,330 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES Service code 15 601 W. RIVERSIDE AVENUE · SPOKANE, WA 99201 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $34,711 | $38,365-9.5% | $84,637-59.0% | $65,186-46.8% |
| Participation rate | 96.5% | 55.7%+40.8pp | 68.2%+28.3pp | 70.2%+26.3pp |
| Annual return | 22.33% | 32.00%-9.7pp | 258.82%-236.5pp | 29.39%-7.1pp |
| Employer contribution / active EE | $1,447 | $1,258+15.0% | $2,653-45.5% | $2,177-33.5% |
| Participant deferral / active EE | $3,212 | $2,278+41.0% | $3,900-17.6% | $3,514-8.6% |
| Admin fee / account holder | $210 | $451-53.4% | $4,914-95.7% | $847-75.2% |