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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $8 |
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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,185 | $39,859-84.5% | $78,676-92.1% | $57,658-89.3% |
| Participation rate | 25.1% | 66.1%-41.0pp | 73.6%-48.5pp | 70.2%-45.1pp |
| Annual return | 8.21% | 18.96%-10.8pp | 62.19%-54.0pp | 5.13%+3.1pp |
| Employer contribution / active EE | $614 | $1,786-65.6% | $2,850-78.5% | $1,974-68.9% |
| Participant deferral / active EE | $243 | $2,248-89.2% | $3,517-93.1% | $3,061-92.1% |
| Admin fee / account holder | $19 | $76-74.9% | $4,510-99.6% | $95-79.8% |