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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O.BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $0 | $30,979-100.0% | $67,704-100.0% | $59,188-100.0% |
| Participation rate | 0.0% | 40.5%-40.5pp | 67.5%-67.5pp | 69.4%-69.4pp |
| Annual return | -1.87% | -1.74%-0.1pp | 25.41%-27.3pp | 5.51%-7.4pp |
| Employer contribution / active EE | $279 | $807-65.5% | $2,559-89.1% | $2,098-86.7% |
| Participant deferral / active EE | $1,424 | $1,603-11.2% | $3,585-60.3% | $3,265-56.4% |
| Admin fee / account holder | $0 | $81-100.0% | $4,255-100.0% | $92-100.0% |