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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $17,438 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,090 | $45,825-82.3% | $90,657-91.1% | $56,287-85.6% |
| Participation rate | 41.4% | 66.7%-25.3pp | 74.0%-32.6pp | 69.9%-28.4pp |
| Annual return | -12.20% | 38.64%-50.8pp | 1.89%-14.1pp | -9.96%-2.2pp |
| Employer contribution / active EE | $376 | $1,372-72.6% | $2,532-85.2% | $2,111-82.2% |
| Participant deferral / active EE | $1,488 | $2,562-41.9% | $3,424-56.5% | $3,350-55.6% |
| Admin fee / account holder | $173 | $413-58.2% | $4,994-96.5% | $521-66.9% |