Filed November 20, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P O BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,068 |
Employer 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.
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 | $12,378 | $33,745-63.3% | $64,105-80.7% | $55,191-77.6% |
| Participation rate | 97.7% | 59.4%+38.4pp | 68.2%+29.6pp | 69.2%+28.6pp |
| Annual return | 5.97% | 4.95%+1.0pp | 791.24%-785.3pp | 10.78%-4.8pp |
| Employer contribution / active EE | $1 | $641-99.8% | $1,820-99.9% | $1,899-99.9% |
| Participant deferral / active EE | $2,789 | $1,929+44.6% | $2,822-1.2% | $3,046-8.5% |
| Admin fee / account holder | $10 | $94-89.2% | $4,499-99.8% | $91-88.7% |