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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,132 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,883 | $104,336-77.1% | $159,455-85.0% | $86,813-72.5% |
| Participation rate | 35.0% | 77.7%-42.8pp | 82.8%-47.9pp | 72.3%-37.3pp |
| Annual return | 23.79% | 26.32%-2.5pp | 263.63%-239.8pp | 97.93%-74.1pp |
| Employer contribution / active EE | $894 | $3,451-74.1% | $4,830-81.5% | $2,406-62.9% |
| Participant deferral / active EE | $1,685 | $6,837-75.4% | $7,353-77.1% | $4,131-59.2% |
| Admin fee / account holder | $115 | $172-33.4% | $10,800-98.9% | $170-32.3% |