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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $7,106 |
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 | $6,428 | $48,064-86.6% | $78,778-91.8% | $69,631-90.8% |
| Participation rate | 67.8% | 61.6%+6.2pp | 69.2%-1.4pp | 70.7%-2.9pp |
| Annual return | 17.28% | 21.81%-4.5pp | 35.62%-18.3pp | 27571.02%-27553.7pp |
| Employer contribution / active EE | $87 | $744-88.3% | $1,986-95.6% | $2,032-95.7% |
| Participant deferral / active EE | $1,205 | $2,079-42.1% | $2,958-59.3% | $3,224-62.6% |
| Admin fee / account holder | $123 | $152-18.9% | $5,134-97.6% | $110+11.7% |