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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3646501 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $84 |
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.
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 | $33,709 | $50,898-33.8% | $171,082-80.3% | $55,167-38.9% |
| Participation rate | 43.0% | 63.3%-20.3pp | 76.7%-33.7pp | 69.0%-26.0pp |
| Annual return | 7.71% | 15.34%-7.6pp | 32.56%-24.8pp | 169.23%-161.5pp |
| Employer contribution / active EE | $244 | $1,433-83.0% | $4,002-93.9% | $1,963-87.6% |
| Participant deferral / active EE | $1,734 | $2,994-42.1% | $4,797-63.9% | $3,054-43.2% |
| Admin fee / account holder | $27 | $500-94.5% | $8,520-99.7% | $504-94.6% |