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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFALLO, NY 142010600 | Recordkeeping | $29,091 |
WITTE BROTHERS EXCHANGE, INC.5+ years Service code 10 · EIN 43-0715605 575 WITTE INDUSTRIAL COURT · TROY, MO 63379 | Accounting | $8,020 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $41,196 | $51,288-19.7% | $81,988-49.8% | $73,412-43.9% |
| Participation rate | 44.3% | 64.0%-19.7pp | 69.3%-24.9pp | 72.2%-27.9pp |
| Annual return | 2.96% | 29.48%-26.5pp | 41.31%-38.3pp | 59.30%-56.3pp |
| Employer contribution / active EE | $351 | $1,487-76.4% | $2,498-86.0% | $2,234-84.3% |
| Participant deferral / active EE | $1,983 | $2,715-27.0% | $3,722-46.7% | $3,806-47.9% |
| Admin fee / account holder | $310 | $125+147.1% | $5,665-94.5% | $158+96.1% |