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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES · BUFFALO, NY 142010600 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,621 | $55,415-57.4% | $155,509-84.8% | $74,495-68.3% |
| Participation rate | 65.9% | 61.9%+4.0pp | 78.2%-12.3pp | 67.2%-1.3pp |
| Annual return | 9.98% | 268.50%-258.5pp | 64.67%-54.7pp | 1364.94%-1355.0pp |
| Employer contribution / active EE | $977 | $2,267-56.9% | $4,672-79.1% | $2,623-62.7% |
| Participant deferral / active EE | $1,719 | $2,836-39.4% | $5,626-69.5% | $4,346-60.5% |
| Admin fee / account holder | $241 | $1,738-86.1% | $15,912-98.5% | $1,942-87.6% |