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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 | $12,632 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 26 1250 CAPITAL OF TEXAS HGWY S · AUSTIN, TX 78746 | Advisory (Participants) | $9,643 |
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 | $22,938 | $61,391-62.6% | $149,723-84.7% | $71,529-67.9% |
| Participation rate | 71.8% | 62.5%+9.3pp | 78.8%-6.9pp | 67.9%+3.9pp |
| Annual return | -7.19% | 35.88%-43.1pp | 134.50%-141.7pp | 28.97%-36.2pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $4,821-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $2,341 | $2,921-19.9% | $5,682-58.8% | $4,291-45.5% |
| Admin fee / account holder | $135 | $1,264-89.3% | $13,215-99.0% | $1,588-91.5% |