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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $67 |
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.
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 | $15,964 | $39,819-59.9% | $67,834-76.5% | $57,658-72.3% |
| Participation rate | 44.5% | 61.2%-16.8pp | 68.8%-24.3pp | 70.2%-25.8pp |
| Annual return | 5.21% | 9.19%-4.0pp | 138.47%-133.3pp | 5.13%+0.1pp |
| Employer contribution / active EE | $488 | $1,277-61.8% | $2,403-79.7% | $1,974-75.3% |
| Participant deferral / active EE | $925 | $2,209-58.1% | $3,160-70.7% | $3,061-69.8% |
| Admin fee / account holder | $61 | $84-27.0% | $4,622-98.7% | $95-35.5% |