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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES · BUFFALO, NY 142010600 | Recordkeeping | $2,881 |
NORTHSTAR FIDUCIARY PARTNERS2 years 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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,106 | $54,193-16.8% | $93,606-51.8% | $77,643-41.9% |
| Participation rate | 20.8% | 63.9%-43.1pp | 68.7%-47.9pp | 70.6%-49.7pp |
| Annual return | 12.42% | 30.54%-18.1pp | 133.20%-120.8pp | 31.24%-18.8pp |
| Employer contribution / active EE | $611 | $1,168-47.7% | $2,420-74.7% | $2,726-77.6% |
| Participant deferral / active EE | $949 | $3,144-69.8% | $4,411-78.5% | $4,647-79.6% |
| Admin fee / account holder | $277 | $576-51.8% | $8,285-96.7% | $430-35.6% |