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 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $2,050 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,899 | $61,125-64.2% | $108,582-79.8% | $63,975-65.8% |
| Participation rate | 47.8% | 80.5%-32.7pp | 79.6%-31.7pp | 71.1%-23.3pp |
| Annual return | 39.82% | 14.06%+25.8pp | -51.70%+91.5pp | 48.65%-8.8pp |
| Employer contribution / active EE | $592 | $2,237-73.6% | $3,758-84.3% | $2,182-72.9% |
| Participant deferral / active EE | $1,997 | $3,574-44.1% | $4,311-53.7% | $3,356-40.5% |
| Admin fee / account holder | $98 | $72+36.4% | $7,645-98.7% | $70+39.3% |