Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES ET9 · BUFFALO, NY 142010600 | Recordkeeping | $470 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,960 | $104,497-72.3% | $159,487-81.8% | $79,389-63.5% |
| Participation rate | 45.3% | 76.6%-31.4pp | 82.8%-37.6pp | 70.7%-25.4pp |
| Annual return | 43.63% | 67.98%-24.3pp | 263.71%-220.1pp | 116.89%-73.3pp |
| Employer contribution / active EE | $492 | $3,418-85.6% | $4,831-89.8% | $2,428-79.8% |
| Participant deferral / active EE | $3,065 | $6,468-52.6% | $7,354-58.3% | $4,046-24.2% |
| Admin fee / account holder | $169 | $711-76.3% | $10,804-98.4% | $626-73.1% |