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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 | $14,893 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,377 | $58,264-61.6% | $86,617-74.2% | $71,495-68.7% |
| Participation rate | 95.6% | 65.0%+30.6pp | 71.7%+23.9pp | 67.9%+27.7pp |
| Annual return | 17.35% | 21.63%-4.3pp | 591.91%-574.6pp | 28.85%-11.5pp |
| Employer contribution / active EE | $2,034 | $2,574-21.0% | $3,023-32.7% | $2,589-21.4% |
| Participant deferral / active EE | $0 | $3,436-100.0% | $4,437-100.0% | $4,291-100.0% |
| Admin fee / account holder | $93 | $1,057-91.2% | $5,613-98.4% | $1,588-94.2% |