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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,236 |
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 | $21,800 | $82,163-73.5% | $125,381-82.6% | $64,819-66.4% |
| Participation rate | 32.3% | 77.9%-45.6pp | 82.4%-50.1pp | 71.5%-39.2pp |
| Annual return | -12.22% | 3.49%-15.7pp | 572.31%-584.5pp | 32.84%-45.1pp |
| Employer contribution / active EE | $1,087 | $3,616-69.9% | $4,815-77.4% | $2,507-56.6% |
| Participant deferral / active EE | $2,010 | $7,175-72.0% | $7,448-73.0% | $4,311-53.4% |
| Admin fee / account holder | $101 | $163-38.2% | $10,007-99.0% | $188-46.3% |