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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: P&A RETIREMENT PLAN SERVICES, INC. Service code 13 17 COURT ST, SUITE 500 · BUFFALO, NY 14202 | Contract Administrator | $5,806 |
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 | $8,723 | $77,638-88.8% | $156,551-94.4% | $62,881-86.1% |
| Participation rate | 67.3% | 71.2%-3.9pp | 84.0%-16.7pp | 69.3%-2.0pp |
| Annual return | 8.37% | 50.33%-42.0pp | 32.23%-23.9pp | 20.14%-11.8pp |
| Employer contribution / active EE | $553 | $3,444-83.9% | $5,501-89.9% | $2,281-75.8% |
| Participant deferral / active EE | $413 | $3,046-86.5% | $4,871-91.5% | $3,203-87.1% |
| Admin fee / account holder | $63 | $5,561-98.9% | $13,028-99.5% | $4,296-98.5% |