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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $242 |
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.
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 | $22,706 | $56,640-59.9% | $78,002-70.9% | $55,167-58.8% |
| Participation rate | 21.9% | 73.3%-51.4pp | 75.5%-53.6pp | 69.0%-47.1pp |
| Annual return | 7.01% | 2868.48%-2861.5pp | 425.99%-419.0pp | 169.23%-162.2pp |
| Employer contribution / active EE | $0 | $1,724-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $558 | $2,778-79.9% | $3,497-84.1% | $3,054-81.7% |
| Admin fee / account holder | $9 | $467-98.2% | $5,481-99.8% | $504-98.3% |