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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 60 · BUFFALO, NY 142010600 | Recordkeeping | $407 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,738 | $34,634-57.4% | $77,100-80.9% | $64,824-77.3% |
| Participation rate | 20.5% | 49.8%-29.4pp | 67.9%-47.5pp | 71.5%-51.0pp |
| Annual return | -12.34% | -5.31%-7.0pp | 42.35%-54.7pp | 32.84%-45.2pp |
| Employer contribution / active EE | $470 | $1,385-66.1% | $2,815-83.3% | $2,507-81.3% |
| Participant deferral / active EE | $889 | $2,553-65.2% | $4,430-79.9% | $4,311-79.4% |
| Admin fee / account holder | $213 | $178+19.5% | $5,443-96.1% | $188+13.4% |