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| Provider | Service type | Compensation |
|---|---|---|
WNY ASSET MANAGEMENT LLC4 years Filed as: WNY ASSET MGMT LLC Service code 27 · EIN 16-1597054 | Advisory (Plan) | $17,401 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,507 |
STRATEGIC ADVISORS, INC.3 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $537 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,533 | $101,539-49.2% | $147,041-65.0% | $74,400-30.7% |
| Participation rate | 52.5% | 75.5%-23.0pp | 82.2%-29.7pp | 67.2%-14.7pp |
| Annual return | 14.26% | 8740.84%-8726.6pp | 419.21%-405.0pp | 1367.51%-1353.3pp |
| Employer contribution / active EE | $1,109 | $3,811-70.9% | $4,935-77.5% | $2,624-57.7% |
| Participant deferral / active EE | $2,745 | $7,304-62.4% | $8,071-66.0% | $4,348-36.9% |
| Admin fee / account holder | $286 | $1,749-83.7% | $13,006-97.8% | $1,944-85.3% |