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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $5,580 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,996 | $46,292-74.1% | $143,757-91.7% | $64,808-81.5% |
| Participation rate | 49.6% | 64.2%-14.6pp | 80.3%-30.7pp | 71.5%-21.9pp |
| Annual return | -17.82% | -10.05%-7.8pp | -0.04%-17.8pp | 32.82%-50.6pp |
| Employer contribution / active EE | $552 | $1,910-71.1% | $4,951-88.8% | $2,506-78.0% |
| Participant deferral / active EE | $1,835 | $2,646-30.6% | $5,637-67.4% | $4,310-57.4% |
| Admin fee / account holder | $139 | $154-9.6% | $14,673-99.1% | $188-26.0% |