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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.1 year Service code 15 · EIN 13-3745616 701 WESCHESTER AVENUE SUITE 320E · WHITE PLAINS, NY 10604 | Recordkeeping | $34,447 |
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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,280 | $104,336-77.7% | $159,474-85.4% | $86,821-73.2% |
| Participation rate | 33.9% | 77.7%-43.8pp | 82.8%-48.9pp | 72.3%-38.4pp |
| Annual return | 24.03% | 26.32%-2.3pp | 263.68%-239.6pp | 97.94%-73.9pp |
| Employer contribution / active EE | $1,543 | $3,451-55.3% | $4,831-68.1% | $2,406-35.9% |
| Participant deferral / active EE | $1,874 | $6,837-72.6% | $7,353-74.5% | $4,132-54.6% |
| Admin fee / account holder | $131 | $172-23.7% | $10,802-98.8% | $170-22.5% |