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| Provider | Service type | Compensation |
|---|---|---|
BUFFALO FUNDS4+ years Filed as: BUFFALO FIRST WEALTH MANAGEMENT LLC Service code 33 7606 TRANSIT ROAD · BUFFALO, NY 14221 | Other fees; Securities brokerage; Sec... | $13,550 |
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $13,479 |
PENSION ASSURANCE LLP4+ years Filed as: THE PENSION SERVICE INC Service code 15 · EIN 16-1613026 270 NORTHPOINTE PKWY · AMHERST, NY 142281897 | Recordkeeping | $6,405 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,511 | $65,092-47.0% | $143,799-76.0% | $66,938-48.4% |
| Participation rate | 53.8% | 65.2%-11.4pp | 80.3%-26.5pp | 69.8%-16.0pp |
| Annual return | -17.58% | -11.14%-6.4pp | -0.04%-17.5pp | 1.58%-19.2pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,075 | $2,920-28.9% | $5,638-63.2% | $4,238-51.0% |
| Admin fee / account holder | $207 | $502-58.7% | $14,677-98.6% | $594-65.1% |