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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $604 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $14,624 | $54,237-73.0% | $90,304-83.8% | $67,579-78.4% |
| Participation rate | 34.2% | 68.6%-34.4pp | 73.3%-39.1pp | 71.3%-37.1pp |
| Annual return | 23.36% | 37.27%-13.9pp | 78.13%-54.8pp | 378.56%-355.2pp |
| Employer contribution / active EE | $676 | $1,846-63.4% | $2,855-76.3% | $2,148-68.5% |
| Participant deferral / active EE | $994 | $2,625-62.1% | $3,885-74.4% | $3,539-71.9% |
| Admin fee / account holder | $227 | $123+83.9% | $5,354-95.8% | $142+59.5% |