Filed September 26, 2018
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| Provider | Service type | Compensation |
|---|---|---|
COURIER CAPITAL5+ years Filed as: COURIER CAPITAL CORPORATION Service code 51 214 WEST FIFTH STREET · JAMESTOWN, NY 14701 | Investment Mgmt Fees | $9,702 |
Filed as: BOETGER RETIREMENT PLAN SERVICES Service code 64 3 HOLLAD STREET · ERIE, PA 16507 | Recordkeeping Fees | $7,925 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,110 | $47,456-85.0% | $172,739-95.9% | $77,787-90.9% |
| Participation rate | 78.6% | 66.3%+12.3pp | 82.6%-4.1pp | 73.2%+5.3pp |
| Annual return | 21.80% | 35.57%-13.8pp | 802.84%-781.0pp | 32.57%-10.8pp |
| Employer contribution / active EE | $295 | $1,574-81.3% | $5,143-94.3% | $2,504-88.2% |
| Participant deferral / active EE | $684 | $2,560-73.3% | $5,198-86.8% | $3,967-82.8% |
| Admin fee / account holder | $11 | $81-85.8% | $13,954-99.9% | $100-88.5% |