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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.2 years Filed as: PENTEGRA SERIVES, INC Service code 15 · EIN 13-3745616 | Recordkeeping | $38,886 |
Filed as: TRANSAMERICA LIFE INSUR. Service code 15 · EIN 36-6071399 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $2,892 | $34,242-91.6% | $76,518-96.2% | $75,289-96.2% |
| Participation rate | 2.5% | 43.9%-41.5pp | 68.0%-65.5pp | 72.4%-70.0pp |
| Annual return | -87.11% | -0.98%-86.1pp | -0.27%-86.8pp | -0.04%-87.1pp |
| Employer contribution / active EE | $35 | $975-96.4% | $2,647-98.7% | $2,405-98.6% |
| Participant deferral / active EE | $271 | $1,872-85.5% | $3,836-92.9% | $3,739-92.7% |
| Admin fee / account holder | $1,156 | $112+932.7% | $4,849-76.2% | $102+1029.9% |