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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $86 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $6,848 | $38,969-82.4% | $109,313-93.7% | $55,167-87.6% |
| Participation rate | 18.5% | 58.2%-39.7pp | 71.3%-52.7pp | 69.0%-50.5pp |
| Annual return | 8.34% | 8.26%+0.1pp | 22.07%-13.7pp | 169.23%-160.9pp |
| Employer contribution / active EE | $0 | $1,227-100.0% | $3,892-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $176 | $2,176-91.9% | $3,166-94.4% | $3,054-94.2% |
| Admin fee / account holder | $76 | $501-84.9% | $5,666-98.7% | $504-85.0% |