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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 60 · BUFFALO, NY 142010600 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $7,322 | $39,948-81.7% | $89,435-91.8% | $73,412-90.0% |
| Participation rate | 15.7% | 50.4%-34.7pp | 68.0%-52.3pp | 72.2%-56.4pp |
| Annual return | 0.00% | 50.12%-50.1pp | 245.55%-245.6pp | 59.30%-59.3pp |
| Employer contribution / active EE | $406 | $1,200-66.2% | $2,587-84.3% | $2,234-81.8% |
| Participant deferral / active EE | $631 | $2,193-71.2% | $3,890-83.8% | $3,806-83.4% |
| Admin fee / account holder | $106 | $134-20.8% | $4,884-97.8% | $158-32.7% |