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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $42 |
Filed as: GFP INVESTMENT SERVICES INC. Service code 26 · EIN 45-4901170 60 WEST BROAD STREET · BETHLEHEM, PA 18018 | Advisory (Participants) | $0 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $56,707 | $32,425+74.9% | $74,577-24.0% | $55,167+2.8% |
| Participation rate | 12.9% | 54.0%-41.1pp | 68.1%-55.3pp | 69.0%-56.1pp |
| Annual return | 10.11% | 10.63%-0.5pp | 20.47%-10.4pp | 169.23%-159.1pp |
| Employer contribution / active EE | $603 | $1,043-42.2% | $2,525-76.1% | $1,963-69.3% |
| Participant deferral / active EE | $301 | $1,995-84.9% | $3,458-91.3% | $3,054-90.1% |
| Admin fee / account holder | $383 | $748-48.8% | $4,138-90.7% | $504-24.0% |