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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,026 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $3,383 | $37,044-90.9% | $71,796-95.3% | $57,658-94.1% |
| Participation rate | 65.9% | 61.1%+4.8pp | 69.1%-3.2pp | 70.2%-4.3pp |
| Annual return | 7.70% | 12.64%-4.9pp | 78.04%-70.3pp | 5.13%+2.6pp |
| Employer contribution / active EE | $62 | $720-91.4% | $1,924-96.8% | $1,974-96.9% |
| Participant deferral / active EE | $954 | $1,974-51.7% | $2,794-65.9% | $3,061-68.8% |
| Admin fee / account holder | $60 | $101-41.0% | $4,815-98.8% | $95-37.1% |