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| Provider | Service type | Compensation |
|---|---|---|
ARBOR CAPITAL MANAGEMENT1+ years Filed as: ARBOR CAPITAL Service code 28 · EIN 16-1468977 | Investment Management | $53,629 |
FIRST AURORA FINANCIAL GROUP1+ years Service code 28 634 MAIN STREET, SUITE 200 · EAST AURORA, NY 14052 | Investment Management | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,074 | $54,320-29.9% | $67,653-43.7% | $52,331-27.2% |
| Participation rate | 98.9% | 73.6%+25.4pp | 75.7%+23.3pp | 68.1%+30.8pp |
| Annual return | -0.52% | 6.81%-7.3pp | 6625.22%-6625.7pp | 4.54%-5.1pp |
| Employer contribution / active EE | $1,427 | $1,544-7.6% | $2,266-37.0% | $1,882-24.2% |
| Participant deferral / active EE | $0 | $2,950-100.0% | $3,560-100.0% | $3,022-100.0% |
| Admin fee / account holder | $239 | $527-54.5% | $4,821-95.0% | $592-59.5% |