Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $175 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,169 | $86,692-88.3% | $119,634-91.5% | $66,949-84.8% |
| Participation rate | 36.4% | 75.6%-39.2pp | 79.3%-42.9pp | 69.8%-33.5pp |
| Annual return | -15.71% | -8.00%-7.7pp | -14.98%-0.7pp | 1.57%-17.3pp |
| Employer contribution / active EE | $858 | $2,536-66.2% | $4,232-79.7% | $2,545-66.3% |
| Participant deferral / active EE | $1,510 | $4,360-65.4% | $5,601-73.0% | $4,239-64.4% |
| Admin fee / account holder | $6 | $755-99.2% | $10,329-99.9% | $594-99.0% |