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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $650 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $14,483 | $79,124-81.7% | $60,899-76.2% | $64,814-77.7% |
| Participation rate | 66.0% | 77.7%-11.7pp | 73.1%-7.1pp | 71.5%-5.4pp |
| Annual return | -20.49% | -7.13%-13.4pp | 16.92%-37.4pp | 32.84%-53.3pp |
| Employer contribution / active EE | $1,419 | $3,050-53.5% | $2,702-47.5% | $2,507-43.4% |
| Participant deferral / active EE | $0 | $3,725-100.0% | $3,817-100.0% | $4,310-100.0% |
| Admin fee / account holder | $2 | $106-98.0% | $3,225-99.9% | $188-98.9% |