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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,140 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,516 | $47,977-67.7% | $154,107-89.9% | $56,287-72.4% |
| Participation rate | 54.7% | 66.2%-11.5pp | 83.0%-28.3pp | 69.9%-15.2pp |
| Annual return | 5.84% | 3.54%+2.3pp | 735.12%-729.3pp | -9.96%+15.8pp |
| Employer contribution / active EE | $319 | $2,169-85.3% | $5,298-94.0% | $2,111-84.9% |
| Participant deferral / active EE | $505 | $2,392-78.9% | $5,081-90.1% | $3,350-84.9% |
| Admin fee / account holder | $35 | $438-92.1% | $13,411-99.7% | $521-93.3% |