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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: P&A RETIREMENT PLAN SERVICES, INC. Service code 13 17 COURT ST, SUITE 500 · BUFFALO, NY 14202 | Contract Administrator | $6,567 |
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.
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 | $8,070 | $46,360-82.6% | $147,617-94.5% | $52,331-84.6% |
| Participation rate | 59.6% | 64.9%-5.3pp | 84.6%-25.0pp | 68.1%-8.5pp |
| Annual return | -1.25% | 1.62%-2.9pp | 61.98%-63.2pp | 4.54%-5.8pp |
| Employer contribution / active EE | $518 | $2,126-75.6% | $5,564-90.7% | $1,882-72.5% |
| Participant deferral / active EE | $429 | $2,258-81.0% | $4,895-91.2% | $3,022-85.8% |
| Admin fee / account holder | $74 | $766-90.4% | $11,612-99.4% | $592-87.5% |