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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $2,007 |
ADVANCED BENEFITS CONSULTING5+ years Service code 15 · EIN 38-1659534 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,054 | $40,522-53.0% | $84,628-77.5% | $67,579-71.8% |
| Participation rate | 66.8% | 51.1%+15.7pp | 68.2%-1.5pp | 71.3%-4.5pp |
| Annual return | 20.17% | 32.72%-12.6pp | 258.80%-238.6pp | 378.56%-358.4pp |
| Employer contribution / active EE | $665 | $1,146-42.0% | $2,653-74.9% | $2,148-69.0% |
| Participant deferral / active EE | $2,176 | $2,132+2.1% | $3,900-44.2% | $3,539-38.5% |
| Admin fee / account holder | $179 | $145+22.9% | $4,914-96.4% | $142+25.5% |