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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Contract Administrator | $15,862 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,830 | $70,879+59.2% | $189,575-40.5% | $79,391+42.1% |
| Participation rate | 41.4% | 68.0%-26.6pp | 78.4%-37.1pp | 70.7%-29.3pp |
| Annual return | 13.83% | 20.70%-6.9pp | 64.19%-50.4pp | 116.88%-103.1pp |
| Employer contribution / active EE | $657 | $1,806-63.6% | $4,412-85.1% | $2,428-72.9% |
| Participant deferral / active EE | $1,972 | $4,081-51.7% | $6,174-68.1% | $4,046-51.3% |
| Admin fee / account holder | $802 | $647+23.9% | $9,806-91.8% | $627+28.1% |