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| Provider | Service type | Compensation |
|---|---|---|
ARBOR CAPITAL MANAGEMENT3+ years Filed as: ARBOR CAPITAL Service code 28 · EIN 16-1468977 | Investment Management | $53,369 |
FIRST AURORA FINANCIAL GROUP3+ 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 | $43,809 | $64,909-32.5% | $82,313-46.8% | $62,293-29.7% |
| Participation rate | 98.9% | 74.9%+24.0pp | 76.9%+22.0pp | 69.5%+29.3pp |
| Annual return | 10.20% | 21.18%-11.0pp | 25.88%-15.7pp | 28.90%-18.7pp |
| Employer contribution / active EE | $1,630 | $1,676-2.7% | $2,428-32.9% | $2,042-20.2% |
| Participant deferral / active EE | $0 | $3,103-100.0% | $3,706-100.0% | $3,169-100.0% |
| Admin fee / account holder | $272 | $440-38.2% | $5,608-95.2% | $479-43.3% |