Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $10,140 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $42,875 | $110,699-61.3% | $177,840-75.9% | $90,274-52.5% |
| Participation rate | 47.1% | 88.3%-41.2pp | 87.7%-40.6pp | 73.4%-26.2pp |
| Annual return | 26.48% | 22.79%+3.7pp | 48.32%-21.8pp | 53.97%-27.5pp |
| Employer contribution / active EE | $1,917 | $4,118-53.5% | $5,919-67.6% | $2,523-24.1% |
| Participant deferral / active EE | $3,853 | $6,731-42.8% | $7,714-50.0% | $4,231-8.9% |
| Admin fee / account holder | $48 | $90-47.1% | $12,431-99.6% | $114-58.2% |