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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 USA · BUFFALO, NY 142010600 | Recordkeeping | $3,510 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,691 | $54,573-82.2% | $90,970-89.3% | $73,493-86.8% |
| Participation rate | 99.4% | 61.2%+38.2pp | 69.0%+30.4pp | 70.7%+28.7pp |
| Annual return | 21.54% | 16.69%+4.9pp | 134.58%-113.0pp | 28.51%-7.0pp |
| Employer contribution / active EE | $1,624 | $991+63.8% | $2,122-23.5% | $2,270-28.5% |
| Participant deferral / active EE | $2,042 | $2,517-18.9% | $3,373-39.5% | $3,740-45.4% |
| Admin fee / account holder | $128 | $521-75.5% | $5,960-97.9% | $513-75.1% |