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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $13,834 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
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 | $13,322 | $69,383-80.8% | $101,275-86.8% | $73,497-81.9% |
| Participation rate | 39.1% | 68.4%-29.3pp | 75.8%-36.7pp | 70.7%-31.6pp |
| Annual return | 37.25% | 18.46%+18.8pp | 46.48%-9.2pp | 28.51%+8.7pp |
| Employer contribution / active EE | $433 | $2,628-83.5% | $3,660-88.2% | $2,270-80.9% |
| Participant deferral / active EE | $2,007 | $3,301-39.2% | $4,371-54.1% | $3,740-46.3% |
| Admin fee / account holder | $192 | $704-72.7% | $5,948-96.8% | $513-62.6% |