Filed September 25, 1996
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: P&A RETIREMENT PLAN SERVICES,INC Service code 13 6400 MAIN STREET · WILLIAMSVILLE, NY 14221 | Contract Administrator | $19,018 |
TRG ADVISORS, INC.4 years Filed as: TRG ADVISORS,INC Service code 26 500 CORPORATE PARKWAY · AMHERST, NY 14226 | Advisory (Participants) | $15,208 |
TIAA2 years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $1,451 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,393 | $55,470+115.2% | $155,556-23.2% | $74,478+60.3% |
| Participation rate | 72.8% | 61.9%+10.9pp | 78.2%-5.4pp | 67.2%+5.6pp |
| Annual return | 15.06% | 269.80%-254.7pp | 64.84%-49.8pp | 1370.56%-1355.5pp |
| Employer contribution / active EE | $3,235 | $2,267+42.7% | $4,675-30.8% | $2,626+23.2% |
| Participant deferral / active EE | $0 | $2,838-100.0% | $5,631-100.0% | $4,350-100.0% |
| Admin fee / account holder | $114 | $1,744-93.5% | $15,885-99.3% | $1,946-94.2% |