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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 | $6,650 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 26 1250 CAPITAL OF TEXAS HGWY S · AUSTIN, TX 78746 | Advisory (Participants) | $5,120 |
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.
Annual investment return 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 | $26,262 | $55,453-52.6% | $170,435-84.6% | $62,293-57.8% |
| Participation rate | 50.6% | 66.4%-15.7pp | 83.6%-33.0pp | 69.5%-18.9pp |
| Annual return | 9.04% | 21.38%-12.3pp | 205.94%-196.9pp | 28.90%-19.9pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,470 | $2,303-36.2% | $4,939-70.2% | $3,169-53.6% |
| Admin fee / account holder | $137 | $455-69.9% | $13,881-99.0% | $479-71.4% |