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| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC3 years Filed as: M&T SECURITIES Service code 27 · EIN 16-1263079 | Advisory (Plan) | $62,676 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,490 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$25,171 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $419,094 | $89,652+367.5% | $141,197+196.8% | $65,186+542.9% |
| Participation rate | 82.5% | 74.7%+7.7pp | 82.5%0pp | 70.2%+12.3pp |
| Annual return | 21.36% | 32.79%-11.4pp | 71.41%-50.0pp | 29.39%-8.0pp |
| Employer contribution / active EE | $7,693 | $3,065+151.0% | $4,736+62.4% | $2,177+253.4% |
| Participant deferral / active EE | $6,150 | $5,691+8.1% | $6,710-8.4% | $3,514+75.0% |
| Admin fee / account holder | $491 | $569-13.6% | $10,265-95.2% | $847-42.0% |