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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $2,931 |
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 | $28,879 | $95,417-69.7% | $135,974-78.8% | $74,460-61.2% |
| Participation rate | 34.0% | 78.2%-44.2pp | 81.9%-47.9pp | 70.7%-36.7pp |
| Annual return | 20.13% | 32.76%-12.6pp | 68.30%-48.2pp | 34.38%-14.2pp |
| Employer contribution / active EE | $1,412 | $3,878-63.6% | $4,859-70.9% | $2,638-46.5% |
| Participant deferral / active EE | $2,504 | $7,789-67.9% | $7,760-67.7% | $4,530-44.7% |
| Admin fee / account holder | $108 | $266-59.6% | $10,767-99.0% | $348-69.1% |