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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3646501 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,118 | $46,745-46.3% | $60,547-58.5% | $52,331-52.0% |
| Participation rate | 36.0% | 58.6%-22.6pp | 68.0%-32.0pp | 68.1%-32.1pp |
| Annual return | -1.54% | 0.61%-2.2pp | 335.64%-337.2pp | 4.54%-6.1pp |
| Employer contribution / active EE | $441 | $1,259-65.0% | $2,419-81.8% | $1,882-76.6% |
| Participant deferral / active EE | $1,316 | $2,145-38.7% | $3,328-60.5% | $3,022-56.5% |
| Admin fee / account holder | $92 | $537-82.8% | $4,536-98.0% | $592-84.4% |