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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES, INC Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE, SUITE 320E · WHITE PLAINS, NY 106043027 | Plan Administrator | $43,681 |
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $27,453 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,581 | $91,692-28.5% | $67,561-2.9% | $77,714-15.6% |
| Participation rate | 97.9% | 76.0%+21.8pp | 72.9%+25.0pp | 70.6%+27.3pp |
| Annual return | 16.88% | 14.88%+2.0pp | 3525.44%-3508.6pp | 31.26%-14.4pp |
| Employer contribution / active EE | $2,527 | $3,188-20.7% | $2,735-7.6% | $2,727-7.3% |
| Participant deferral / active EE | $3,499 | $3,912-10.5% | $4,003-12.6% | $4,649-24.7% |
| Admin fee / account holder | $51 | $245-79.0% | $4,006-98.7% | $433-88.2% |