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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JENSEN, LANGER, MARKS, & VANCE, LLC Service code 26 360 DELEWARE AVE., SUITE 230 · BUFFALO, NY 142024301 | Advisory (Participants) | $8,827 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,958 | $37,044-67.7% | $71,796-83.3% | $57,658-79.3% |
| Participation rate | 40.5% | 61.1%-20.6pp | 69.1%-28.6pp | 70.2%-29.7pp |
| Annual return | 6.73% | 12.64%-5.9pp | 78.04%-71.3pp | 5.13%+1.6pp |
| Employer contribution / active EE | $2 | $720-99.7% | $1,924-99.9% | $1,974-99.9% |
| Participant deferral / active EE | $899 | $1,974-54.4% | $2,794-67.8% | $3,061-70.6% |
| Admin fee / account holder | $26 | $101-74.4% | $4,815-99.5% | $95-72.6% |