Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $12,434 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 26 1250 CAPITAL OF TEXAS HGWY S · AUSTIN, TX 78746 | Advisory (Participants) | $10,397 |
Employer 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 | $30,949 | $65,125-52.5% | $143,797-78.5% | $66,949-53.8% |
| Participation rate | 72.8% | 65.2%+7.6pp | 80.3%-7.5pp | 69.8%+3.0pp |
| Annual return | 3.29% | -11.13%+14.4pp | -0.04%+3.3pp | 1.57%+1.7pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,220 | $2,920-24.0% | $5,638-60.6% | $4,239-47.6% |
| Admin fee / account holder | $167 | $503-66.8% | $14,679-98.9% | $594-71.9% |