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 | $852 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,148 | $79,519-65.9% | $95,952-71.7% | $73,409-63.0% |
| Participation rate | 98.5% | 81.2%+17.3pp | 77.1%+21.4pp | 72.2%+26.3pp |
| Annual return | 18.84% | 19.20%-0.4pp | 91.61%-72.8pp | 59.29%-40.5pp |
| Employer contribution / active EE | $2,332 | $2,048+13.9% | $2,541-8.2% | $2,234+4.4% |
| Participant deferral / active EE | $4,873 | $4,138+17.7% | $4,167+16.9% | $3,805+28.0% |
| Admin fee / account holder | $149 | $184-19.2% | $6,795-97.8% | $158-5.7% |