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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $51,163 |
ADP BROKER-DEALER1 year Filed as: PENSION CONSULTANTS INC Service code 27 74 BATTERSON PARK RD · FARMINGTON, CT 06032 | Advisory (Plan) | $5,000 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,664 | $63,321-78.4% | $68,794-80.1% | $77,906-82.5% |
| Participation rate | 54.9% | 71.1%-16.2pp | 69.0%-14.1pp | 73.7%-18.8pp |
| Annual return | 15.06% | -6.50%+21.6pp | -6.37%+21.4pp | 12.16%+2.9pp |
| Employer contribution / active EE | $652 | $2,794-76.7% | $2,656-75.5% | $2,846-77.1% |
| Participant deferral / active EE | $1,097 | $4,029-72.8% | $3,941-72.2% | $4,805-77.2% |
| Admin fee / account holder | $68 | $104-35.2% | $4,934-98.6% | $133-49.0% |