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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GFP INVESTMENT SERVICES INC. Service code 26 · EIN 45-4901170 135 EAST BROAD STREET · BETHLEHEM, PA 18018 | Advisory (Participants) | $5,476 |
Service code 15 · EIN 01-0233346 P.O BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $22 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $75,437 | $33,067+128.1% | $76,518-1.4% | $56,289+34.0% |
| Participation rate | 7.9% | 55.4%-47.5pp | 68.0%-60.1pp | 69.9%-62.0pp |
| Annual return | -8.54% | 2.72%-11.3pp | -0.27%-8.3pp | -9.96%+1.4pp |
| Employer contribution / active EE | $486 | $1,200-59.5% | $2,647-81.6% | $2,111-77.0% |
| Participant deferral / active EE | $278 | $2,240-87.6% | $3,836-92.8% | $3,350-91.7% |
| Admin fee / account holder | $337 | $537-37.3% | $4,849-93.1% | $521-35.3% |