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| Provider | Service type | Compensation |
|---|---|---|
ARBOR CAPITAL MANAGEMENT4+ years Filed as: ARBOR CAPITAL Service code 28 · EIN 16-1468977 | Investment Management | $53,999 |
FIRST AURORA FINANCIAL GROUP4+ 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 | $38,362 | $59,186-35.2% | $76,766-50.0% | $56,287-31.8% |
| Participation rate | 99.5% | 75.2%+24.2pp | 77.0%+22.5pp | 69.9%+29.6pp |
| Annual return | -5.83% | 6.62%-12.4pp | 2.43%-8.3pp | -9.96%+4.1pp |
| Employer contribution / active EE | $1,648 | $1,759-6.3% | $2,485-33.7% | $2,111-21.9% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,851-100.0% | $3,350-100.0% |
| Admin fee / account holder | $256 | $489-47.7% | $6,675-96.2% | $521-50.9% |