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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $0 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $395 | $32,425-98.8% | $74,577-99.5% | $55,167-99.3% |
| Participation rate | 22.1% | 54.0%-31.9pp | 68.1%-46.0pp | 69.0%-46.9pp |
| Annual return | -48.72% | 10.63%-59.4pp | 20.47%-69.2pp | 169.23%-217.9pp |
| Employer contribution / active EE | $296 | $1,043-71.7% | $2,525-88.3% | $1,963-84.9% |
| Participant deferral / active EE | $0 | $1,995-100.0% | $3,458-100.0% | $3,054-100.0% |
| Admin fee / account holder | $52 | $748-93.0% | $4,138-98.7% | $504-89.7% |