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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $52,637 |
Service code 13 · EIN 25-1408612 311 MAIN STREET · IRWIN, PA 15642 | Contract Administrator | $7,286 |
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 | $37,812 | $64,176-41.1% | $112,263-66.3% | $66,949-43.5% |
| Participation rate | 96.2% | 68.4%+27.8pp | 75.1%+21.2pp | 69.8%+26.4pp |
| Annual return | -15.81% | -13.80%-2.0pp | 27.49%-43.3pp | 1.57%-17.4pp |
| Employer contribution / active EE | $1,611 | $3,007-46.4% | $3,636-55.7% | $2,545-36.7% |
| Participant deferral / active EE | $4,705 | $3,694+27.4% | $4,729-0.5% | $4,239+11.0% |
| Admin fee / account holder | $182 | $626-70.9% | $6,410-97.2% | $594-69.3% |