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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.
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).
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 | $24,983 | $71,192-64.9% | $117,861-78.8% | $62,293-59.9% |
| Participation rate | 42.9% | 74.2%-31.3pp | 79.7%-36.7pp | 69.5%-26.6pp |
| Annual return | 16.91% | 18.66%-1.7pp | 335.11%-318.2pp | 28.90%-12.0pp |
| Employer contribution / active EE | $769 | $1,934-60.2% | $3,786-79.7% | $2,042-62.4% |
| Participant deferral / active EE | $1,167 | $3,189-63.4% | $4,482-74.0% | $3,169-63.2% |
| Admin fee / account holder | $50 | $587-91.5% | $8,021-99.4% | $479-89.6% |