Filed October 10, 2019 (most recent of 2 filings on file)
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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.
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 | $43,861 | $62,324-29.6% | $68,509-36.0% | $55,191-20.5% |
| Participation rate | 65.7% | 78.9%-13.2pp | 74.7%-9.0pp | 69.2%-3.5pp |
| Annual return | -1.09% | 4.26%-5.3pp | 8.27%-9.4pp | 10.78%-11.9pp |
| Employer contribution / active EE | $785 | $2,223-64.7% | $2,278-65.5% | $1,899-58.7% |
| Participant deferral / active EE | $3,058 | $3,425-10.7% | $3,382-9.6% | $3,046+0.4% |
| Admin fee / account holder | $126 | $91+37.5% | $5,275-97.6% | $91+38.4% |