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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $410 |
SECURITIES AMERICA INC2+ years Filed as: M&T SECURITIES INC Service code 33 · EIN 16-1263079 | Securities brokerage; Securities brok... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $348,665 | $225,135+54.9% | $123,894+181.4% | - |
| Participation rate | 94.9% | 69.5%+25.4pp | 81.4%+13.5pp | - |
| Annual return | 8.89% | 8.01%+0.9pp | 47.52%-38.6pp | - |
| Employer contribution / active EE | $8,367 | $2,580+224.4% | $4,617+81.2% | - |
| Participant deferral / active EE | $4,563 | $4,315+5.8% | $5,984-23.7% | - |
| Admin fee / account holder | $5 | $19,833-100.0% | $8,357-99.9% | - |