Filed September 26, 2018
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| Provider | Service type | Compensation |
|---|---|---|
DEFINITI LLC1 year Filed as: DEFINITI, LLC Service code 64 3 HOLLAND STREET · ERIE, PA 16507 | Recordkeeping Fees | $42,402 |
COURIER CAPITAL6+ years Filed as: COURIER CAPITAL CORPORATION Service code 51 214 WEST FIFTH STREET · JAMESTOWN, NY 14701 | Investment Mgmt Fees | $5,895 |
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 | $7,533 | $56,095-86.6% | $178,490-95.8% | $90,288-91.7% |
| Participation rate | 82.3% | 65.6%+16.7pp | 81.9%+0.4pp | 73.4%+8.9pp |
| Annual return | 17.84% | 28.81%-11.0pp | 151.07%-133.2pp | 53.97%-36.1pp |
| Employer contribution / active EE | $318 | $1,572-79.7% | $5,011-93.6% | $2,524-87.4% |
| Participant deferral / active EE | $934 | $2,669-65.0% | $5,202-82.0% | $4,232-77.9% |
| Admin fee / account holder | $14 | $101-85.9% | $13,984-99.9% | $114-87.5% |