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| Provider | Service type | Compensation |
|---|---|---|
Filed as: P&A RETIREMENT PLAN SERVICES, INC. Service code 13 17 COURT ST, SUITE 500 · BUFFALO, NY 14202 | Contract Administrator | $11,253 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 26 1250 CAPITAL OF TEXAS HGWY · AUSTIN, TX 78746 | Advisory (Participants) | $8,294 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,680 | $61,166-48.2% | $185,849-83.0% | $79,391-60.1% |
| Participation rate | 83.3% | 66.6%+16.7pp | 81.7%+1.6pp | 70.7%+12.6pp |
| Annual return | 33.74% | 19.45%+14.3pp | 122.10%-88.4pp | 116.88%-83.1pp |
| Employer contribution / active EE | $2,347 | $2,321+1.1% | $5,169-54.6% | $2,428-3.3% |
| Participant deferral / active EE | $0 | $2,789-100.0% | $5,569-100.0% | $4,046-100.0% |
| Admin fee / account holder | $160 | $710-77.4% | $16,244-99.0% | $627-74.4% |