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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Contract Administrator | $13,531 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,622 | $65,428-24.2% | $169,397-70.7% | $71,529-30.6% |
| Participation rate | 69.4% | 66.9%+2.5pp | 77.2%-7.8pp | 67.9%+1.4pp |
| Annual return | 18.41% | 21.35%-2.9pp | 406.23%-387.8pp | 28.97%-10.6pp |
| Employer contribution / active EE | $925 | $2,064-55.2% | $4,013-77.0% | $2,590-64.3% |
| Participant deferral / active EE | $2,524 | $4,360-42.1% | $6,223-59.4% | $4,291-41.2% |
| Admin fee / account holder | $352 | $1,328-73.5% | $9,017-96.1% | $1,588-77.8% |