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| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC2+ years Filed as: M&T SECURITIES Service code 55 285 DELAWARE AVE STE 2000 · BUFFALO, NY 14202 | Other Commissions | $6,408 |
JEFFREY L. OFFHAUS CPA, LLC2+ years Filed as: JEFFREY L OFFHAUS CPA LLC Service code 10 · EIN 20-2368569 | Accounting | $6,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,100 |
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 | $48,210 | $60,165-19.9% | $74,184-35.0% | $55,167-12.6% |
| Participation rate | 75.7% | 74.2%+1.5pp | 76.6%-0.9pp | 69.0%+6.7pp |
| Annual return | 6.33% | 10.00%-3.7pp | 17.74%-11.4pp | 169.23%-162.9pp |
| Employer contribution / active EE | $1,363 | $1,600-14.8% | $2,370-42.5% | $1,963-30.6% |
| Participant deferral / active EE | $4,134 | $2,973+39.1% | $3,550+16.5% | $3,054+35.3% |
| Admin fee / account holder | $67 | $419-84.0% | $5,586-98.8% | $504-86.7% |