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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3646501 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $364 |
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).
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 | $26,065 | $48,576-46.3% | $169,452-84.6% | $56,289-53.7% |
| Participation rate | 52.4% | 65.8%-13.4pp | 77.8%-25.4pp | 69.9%-17.4pp |
| Annual return | -5.63% | -2.51%-3.1pp | 1.83%-7.5pp | -9.96%+4.3pp |
| Employer contribution / active EE | $355 | $1,559-77.2% | $4,157-91.5% | $2,111-83.2% |
| Participant deferral / active EE | $2,701 | $3,275-17.5% | $5,277-48.8% | $3,350-19.4% |
| Admin fee / account holder | $37 | $435-91.4% | $9,110-99.6% | $521-92.8% |