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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $2,840 |
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.
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 | $5,853 | $35,485-83.5% | $74,551-92.1% | $55,725-89.5% |
| Participation rate | 66.3% | 62.5%+3.8pp | 69.1%-2.8pp | 70.9%-4.6pp |
| Annual return | -5.99% | 0.72%-6.7pp | 32.53%-38.5pp | 244.93%-250.9pp |
| Employer contribution / active EE | $84 | $777-89.2% | $1,961-95.7% | $2,078-96.0% |
| Participant deferral / active EE | $1,091 | $2,181-50.0% | $3,108-64.9% | $3,356-67.5% |
| Admin fee / account holder | $63 | $114-45.2% | $5,059-98.8% | $115-45.6% |