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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES · BUFFALO, NY 142010600 | Recordkeeping | $1,589 |
Filed as: MILLENNIUM INVESTMENT AND RET Service code 26 · EIN 94-3428956 13850 BALLANTYNE CORPORATE PLAZA · CHARLOTTE, NC 28277 | Advisory (Participants) | $0 |
Service code 26 · EIN 30-0132728 22 WEST WAVERLY DRIVE · EAST BRUNSWICK, NJ 08816 | Advisory (Participants) | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,540 | $53,165-27.5% | $86,216-55.3% | $74,460-48.2% |
| Participation rate | 24.2% | 64.9%-40.6pp | 69.0%-44.7pp | 70.7%-46.5pp |
| Annual return | 20.78% | 22.64%-1.9pp | 1169.42%-1148.6pp | 34.38%-13.6pp |
| Employer contribution / active EE | $827 | $1,210-31.6% | $2,382-65.3% | $2,638-68.6% |
| Participant deferral / active EE | $1,138 | $3,234-64.8% | $3,986-71.5% | $4,530-74.9% |
| Admin fee / account holder | $225 | $551-59.2% | $6,853-96.7% | $348-35.3% |