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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $8,326 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $475 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,157 | $58,600-79.3% | $83,327-85.4% | $64,173-81.1% |
| Participation rate | 97.1% | 72.0%+25.0pp | 77.8%+19.3pp | 69.6%+27.5pp |
| Annual return | -8.08% | 9.66%-17.7pp | 10.64%-18.7pp | 7.63%-15.7pp |
| Employer contribution / active EE | $3,307 | $2,098+57.6% | $3,379-2.1% | $2,381+38.9% |
| Participant deferral / active EE | $2,656 | $4,656-43.0% | $5,565-52.3% | $3,470-23.5% |
| Admin fee / account holder | $152 | $9,282-98.4% | $7,540-98.0% | $4,887-96.9% |