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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P. O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $550 |
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 | $33,114 | $81,474-59.4% | $133,959-75.3% | $73,493-54.9% |
| Participation rate | 33.3% | 76.4%-43.0pp | 79.8%-46.5pp | 70.7%-37.3pp |
| Annual return | 16.47% | 19.40%-2.9pp | 45.09%-28.6pp | 28.51%-12.0pp |
| Employer contribution / active EE | $698 | $2,209-68.4% | $3,919-82.2% | $2,270-69.2% |
| Participant deferral / active EE | $1,130 | $3,786-70.2% | $5,047-77.6% | $3,740-69.8% |
| Admin fee / account holder | $57 | $713-92.0% | $8,928-99.4% | $513-88.8% |