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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,404 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,074 | $64,176-81.2% | $112,249-89.2% | $66,938-82.0% |
| Participation rate | 53.1% | 68.4%-15.4pp | 75.1%-22.0pp | 69.8%-16.7pp |
| Annual return | -22.83% | -13.80%-9.0pp | 27.48%-50.3pp | 1.58%-24.4pp |
| Employer contribution / active EE | $1,297 | $3,007-56.9% | $3,636-64.3% | $2,545-49.1% |
| Participant deferral / active EE | $2,279 | $3,694-38.3% | $4,729-51.8% | $4,238-46.2% |
| Admin fee / account holder | $234 | $626-62.6% | $6,412-96.3% | $594-60.6% |