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| Provider | Service type | Compensation |
|---|---|---|
Filed as: P&A RETIREMENT PLAN SERVICES, INC. Service code 13 17 COURT STREET · BUFFALO, NY 14202 | Contract Administrator | $12,667 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 26 1250 CAPITAL OF TEXAS HWY · AUSTIN, TX 78746 | Advisory (Participants) | $9,093 |
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 | $24,969 | $61,391-59.3% | $149,723-83.3% | $71,529-65.1% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | -5.61% | 35.88%-41.5pp | 134.50%-140.1pp | 28.97%-34.6pp |
| Employer contribution / active EE | $2,763 | $2,384+15.9% | $4,821-42.7% | $2,590+6.7% |
| Participant deferral / active EE | $0 | $2,921-100.0% | $5,682-100.0% | $4,291-100.0% |
| Admin fee / account holder | $142 | $1,264-88.7% | $13,215-98.9% | $1,588-91.0% |