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| Provider | Service type | Compensation |
|---|---|---|
ARBOR CAPITAL MANAGEMENT2+ years Filed as: ARBOR CAPITAL Service code 28 · EIN 16-1468977 | Investment Management | $51,723 |
FIRST AURORA FINANCIAL GROUP2+ 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.
Annual investment return 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 | $40,403 | $60,165-32.8% | $74,184-45.5% | $55,167-26.8% |
| Participation rate | 99.0% | 74.2%+24.8pp | 76.6%+22.4pp | 69.0%+30.0pp |
| Annual return | 3.64% | 10.00%-6.4pp | 17.74%-14.1pp | 169.23%-165.6pp |
| Employer contribution / active EE | $1,458 | $1,600-8.9% | $2,370-38.5% | $1,963-25.7% |
| Participant deferral / active EE | $0 | $2,973-100.0% | $3,550-100.0% | $3,054-100.0% |
| Admin fee / account holder | $248 | $419-40.9% | $5,586-95.6% | $504-50.8% |