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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $350 |
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.
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 | $29,449 | $63,314-53.5% | $91,004-67.6% | $62,293-52.7% |
| Participation rate | 21.0% | 73.3%-52.3pp | 75.6%-54.6pp | 69.5%-48.5pp |
| Annual return | 23.27% | 21.00%+2.3pp | 4.60%+18.7pp | 28.90%-5.6pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $554 | $2,944-81.2% | $3,548-84.4% | $3,169-82.5% |
| Admin fee / account holder | $17 | $468-96.4% | $5,417-99.7% | $479-96.5% |