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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3646501 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $9,656 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $39,080 | $56,095-30.3% | $178,503-78.1% | $90,274-56.7% |
| Participation rate | 39.2% | 65.6%-26.4pp | 81.9%-42.7pp | 73.4%-34.2pp |
| Annual return | 13.08% | 28.81%-15.7pp | 151.12%-138.0pp | 53.97%-40.9pp |
| Employer contribution / active EE | $704 | $1,572-55.2% | $5,011-86.0% | $2,523-72.1% |
| Participant deferral / active EE | $2,471 | $2,669-7.4% | $5,202-52.5% | $4,231-41.6% |
| Admin fee / account holder | $10 | $101-90.1% | $13,987-99.9% | $114-91.2% |