Filed January 11, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $650 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,405 | $59,186-48.6% | $76,768-60.4% | $56,287-46.0% |
| Participation rate | 70.2% | 75.2%-5.0pp | 77.0%-6.7pp | 69.9%+0.4pp |
| Annual return | -3.77% | 6.62%-10.4pp | 2.43%-6.2pp | -9.96%+6.2pp |
| Employer contribution / active EE | $2,005 | $1,759+14.0% | $2,485-19.3% | $2,111-5.0% |
| Participant deferral / active EE | $4,449 | $3,255+36.7% | $3,852+15.5% | $3,350+32.8% |
| Admin fee / account holder | $82 | $489-83.2% | $6,675-98.8% | $521-84.2% |