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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 | $60,393-60.1% | $81,820-70.6% | $74,429-67.7% |
| Participation rate | 96.4% | 62.9%+33.5pp | 72.4%+24.0pp | 67.2%+29.1pp |
| Annual return | 12.37% | 16.89%-4.5pp | 777.93%-765.6pp | 1368.38%-1356.0pp |
| Employer contribution / active EE | $392 | $2,626-85.1% | $2,915-86.5% | $2,625-85.1% |
| Participant deferral / active EE | $0 | $3,397-100.0% | $4,323-100.0% | $4,348-100.0% |
| Admin fee / account holder | $97 | $1,491-93.5% | $7,391-98.7% | $1,944-95.0% |