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| Provider | Service type | Compensation |
|---|---|---|
Filed as: P&A RETIREMENT PLAN SERVICES, INC Service code 13 · EIN 16-1533601 6400 MAIN STREET · WILLIAMSVILLE, NY 14221 | Contract Administrator | $15,482 |
Participant 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 | $24,074 | $60,504-60.2% | $81,882-70.6% | $74,478-67.7% |
| Participation rate | 96.4% | 62.9%+33.4pp | 72.4%+24.0pp | 67.2%+29.1pp |
| Annual return | 12.37% | 16.91%-4.5pp | 779.47%-767.1pp | 1370.56%-1358.2pp |
| Employer contribution / active EE | $392 | $2,627-85.1% | $2,916-86.6% | $2,626-85.1% |
| Participant deferral / active EE | $0 | $3,400-100.0% | $4,323-100.0% | $4,350-100.0% |
| Admin fee / account holder | $97 | $1,492-93.5% | $7,360-98.7% | $1,946-95.0% |