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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $472 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $36,142 | $60,165-39.9% | $74,184-51.3% | $55,167-34.5% |
| Participation rate | 56.4% | 74.2%-17.8pp | 76.6%-20.3pp | 69.0%-12.6pp |
| Annual return | 10.61% | 10.00%+0.6pp | 17.74%-7.1pp | 169.23%-158.6pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,172 | $2,973-60.6% | $3,550-67.0% | $3,054-61.6% |
| Admin fee / account holder | $23 | $419-94.5% | $5,586-99.6% | $504-95.4% |