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 | $659 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,239 | $65,376-62.9% | $87,102-72.2% | $65,185-62.8% |
| Participation rate | 97.0% | 75.3%+21.6pp | 76.9%+20.1pp | 70.2%+26.8pp |
| Annual return | 22.99% | 31.27%-8.3pp | 28.19%-5.2pp | 29.38%-6.4pp |
| Employer contribution / active EE | $2,079 | $1,822+14.1% | $2,521-17.6% | $2,177-4.5% |
| Participant deferral / active EE | $4,086 | $3,388+20.6% | $4,048+0.9% | $3,514+16.3% |
| Admin fee / account holder | $155 | $520-70.2% | $7,491-97.9% | $847-81.7% |