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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3646501 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $410 |
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 | $33,107 | $56,918-41.8% | $182,540-81.9% | $65,185-49.2% |
| Participation rate | 54.3% | 66.5%-12.2pp | 78.0%-23.7pp | 70.2%-15.9pp |
| Annual return | 21.41% | 27.67%-6.3pp | 148.58%-127.2pp | 29.38%-8.0pp |
| Employer contribution / active EE | $363 | $1,615-77.5% | $4,076-91.1% | $2,177-83.3% |
| Participant deferral / active EE | $2,783 | $3,526-21.1% | $5,525-49.6% | $3,514-20.8% |
| Admin fee / account holder | $93 | $531-82.6% | $8,593-98.9% | $847-89.1% |