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| Provider | Service type | Compensation |
|---|---|---|
Filed as: P&A RETIREMENT PLAN SERVICES, INC. Service code 14 17 COURT STREET · BUFFALO, NY 14202 | Plan Administrator | $57,395 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC RETIREMENT PARTNERS Service code 27 · EIN 47-5334534 | Advisory (Plan) | $20,475 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $13,791 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,556 | $37,418-29.0% | $77,081-65.5% | $77,906-65.9% |
| Participation rate | 6.8% | 46.9%-40.1pp | 67.9%-61.1pp | 73.7%-66.8pp |
| Annual return | -34.20% | -7.13%-27.1pp | 42.33%-76.5pp | 12.16%-46.4pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,813-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $847 | $2,572-67.1% | $4,428-80.9% | $4,805-82.4% |
| Admin fee / account holder | $98 | $126-22.6% | $5,427-98.2% | $133-26.4% |