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| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC1+ years Filed as: M&T SECURITIES Service code 55 ATTN VICKIE · BUFFALO, NY 14202 | Other Commissions | $27,054 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,044 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $117,987 | $50,464+133.8% | $75,784+55.7% | $52,331+125.5% |
| Participation rate | 77.8% | 66.8%+11.0pp | 75.8%+2.0pp | 68.1%+9.7pp |
| Annual return | 0.14% | 1.03%-0.9pp | 9.68%-9.5pp | 4.54%-4.4pp |
| Employer contribution / active EE | $2,949 | $1,988+48.3% | $3,323-11.3% | $1,882+56.7% |
| Participant deferral / active EE | $6,710 | $2,570+161.0% | $3,652+83.8% | $3,022+122.0% |
| Admin fee / account holder | $11 | $1,103-99.0% | $5,300-99.8% | $592-98.2% |