Filed June 16, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,034 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,922 | $39,819-42.4% | $67,834-66.2% | $57,658-60.2% |
| Participation rate | 28.5% | 61.2%-32.7pp | 68.8%-40.3pp | 70.2%-41.7pp |
| Annual return | -0.35% | 9.19%-9.5pp | 138.47%-138.8pp | 5.13%-5.5pp |
| Employer contribution / active EE | $351 | $1,277-72.5% | $2,403-85.4% | $1,974-82.2% |
| Participant deferral / active EE | $1,139 | $2,209-48.5% | $3,160-64.0% | $3,061-62.8% |
| Admin fee / account holder | $98 | $84+16.9% | $4,622-97.9% | $95+3.4% |