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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 04-2647786 | Contract Administrator | $6,938 |
HSBC SECURITIES (USA) INC.1+ years Filed as: HSBC SECURITIES (USA) INC Service code 61 STANTON BLDG #1 · BUFFALO, NY 14203 | Finders' fees / placement fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,501 | $31,109-30.9% | $67,704-68.2% | $52,331-58.9% |
| Participation rate | 91.2% | 54.0%+37.2pp | 67.5%+23.7pp | 68.1%+23.1pp |
| Annual return | -0.05% | 23.70%-23.7pp | 25.41%-25.5pp | 4.54%-4.6pp |
| Employer contribution / active EE | $4,042 | $1,076+275.7% | $2,559+57.9% | $1,882+114.8% |
| Participant deferral / active EE | $352 | $1,970-82.2% | $3,585-90.2% | $3,022-88.4% |
| Admin fee / account holder | $25 | $466-94.6% | $4,255-99.4% | $592-95.7% |