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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $538 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $19,703 | $69,159-71.5% | $125,192-84.3% | $67,579-70.8% |
| Participation rate | 26.0% | 78.2%-52.2pp | 79.8%-53.7pp | 71.3%-45.2pp |
| Annual return | 24.35% | 27.12%-2.8pp | 43.79%-19.4pp | 378.56%-354.2pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $3,866-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $937 | $3,700-74.7% | $4,937-81.0% | $3,539-73.5% |
| Admin fee / account holder | $213 | $142+50.3% | $9,704-97.8% | $142+49.7% |