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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $542 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,227 | $77,677-89.4% | $109,173-92.5% | $79,391-89.6% |
| Participation rate | 48.3% | 67.8%-19.6pp | 75.9%-27.6pp | 70.7%-22.5pp |
| Annual return | 27.86% | 23.44%+4.4pp | 25.75%+2.1pp | 116.88%-89.0pp |
| Employer contribution / active EE | $1,165 | $2,798-58.4% | $3,723-68.7% | $2,428-52.0% |
| Participant deferral / active EE | $2,079 | $3,517-40.9% | $4,654-55.3% | $4,046-48.6% |
| Admin fee / account holder | $156 | $732-78.8% | $6,755-97.7% | $627-75.2% |