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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $340 |
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 | $32,435 | $66,124-50.9% | $90,461-64.1% | $73,497-55.9% |
| Participation rate | 39.3% | 69.7%-30.4pp | 72.7%-33.4pp | 70.7%-31.4pp |
| Annual return | 18.09% | 17.65%+0.4pp | 1294.76%-1276.7pp | 28.51%-10.4pp |
| Employer contribution / active EE | $756 | $2,346-67.8% | $3,264-76.8% | $2,270-66.7% |
| Participant deferral / active EE | $1,507 | $3,039-50.4% | $3,964-62.0% | $3,740-59.7% |
| Admin fee / account holder | $158 | $396-60.1% | $5,617-97.2% | $513-69.2% |