Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $790 |
Service code 26 · EIN 59-3331424 3030 N. ROCKY POINT DR. W · TAMPA, FL 336077200 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,884 | $42,396-46.0% | $67,313-66.0% | $56,287-59.3% |
| Participation rate | 47.2% | 61.0%-13.8pp | 69.1%-21.9pp | 69.9%-22.7pp |
| Annual return | -6.78% | -36.63%+29.8pp | -4.08%-2.7pp | -9.96%+3.2pp |
| Employer contribution / active EE | $200 | $1,414-85.8% | $2,566-92.2% | $2,111-90.5% |
| Participant deferral / active EE | $1,033 | $2,360-56.2% | $3,568-71.0% | $3,350-69.2% |
| Admin fee / account holder | $18 | $510-96.5% | $4,507-99.6% | $521-96.6% |