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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $300 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,153 | $84,948-82.2% | $70,476-78.5% | $73,412-79.4% |
| Participation rate | 67.6% | 79.9%-12.4pp | 75.1%-7.5pp | 72.2%-4.6pp |
| Annual return | 17.42% | 13.39%+4.0pp | 109.12%-91.7pp | 59.30%-41.9pp |
| Employer contribution / active EE | $1,201 | $2,834-57.6% | $2,738-56.1% | $2,234-46.2% |
| Participant deferral / active EE | $0 | $3,387-100.0% | $3,710-100.0% | $3,806-100.0% |
| Admin fee / account holder | $2 | $98-98.4% | $3,847-100.0% | $158-99.0% |