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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 47-1411118 | Other Fees | $12,117 |
PENTEGRA SERVICES, INC.2 years Filed as: PENTEGRA SERVICES, INC Service code 49 | Other Services | $2,152 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES INC Service code 49 5530 77 CENTER DR · CHARLOTTE, NC 28217 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $61,904 | $59,105+4.7% | $160,009-61.3% | $66,938-7.5% |
| Participation rate | 29.6% | 68.1%-38.5pp | 78.0%-48.4pp | 69.8%-40.2pp |
| Annual return | -16.49% | -12.26%-4.2pp | 408.85%-425.3pp | 1.58%-18.1pp |
| Employer contribution / active EE | $0 | $1,983-100.0% | $4,225-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,386 | $4,395-68.5% | $6,183-77.6% | $4,238-67.3% |
| Admin fee / account holder | $43 | $591-92.7% | $8,715-99.5% | $594-92.7% |