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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $43,904 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $49,241 | $52,293-5.8% | $178,498-72.4% | $73,412-32.9% |
| Participation rate | 27.1% | 65.3%-38.2pp | 81.9%-54.8pp | 72.2%-45.1pp |
| Annual return | 16.25% | 34.75%-18.5pp | 151.09%-134.8pp | 59.30%-43.0pp |
| Employer contribution / active EE | $308 | $1,735-82.3% | $5,011-93.9% | $2,234-86.2% |
| Participant deferral / active EE | $785 | $2,332-66.3% | $5,202-84.9% | $3,806-79.4% |
| Admin fee / account holder | $403 | $127+216.1% | $13,985-97.1% | $158+155.0% |