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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $68 |
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).
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 | $22,018 | $31,571-30.3% | $59,496-63.0% | - |
| Participation rate | 49.4% | 39.6%+9.7pp | 54.6%-5.2pp | - |
| Annual return | -0.61% | -2.34%+1.7pp | 182.05%-182.7pp | - |
| Employer contribution / active EE | $654 | $479+36.6% | $1,153-43.3% | - |
| Participant deferral / active EE | $963 | $928+3.8% | $1,829-47.3% | - |
| Admin fee / account holder | $9 | $13,016-99.9% | $2,232-99.6% | - |