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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.0. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $974 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,634 | $101,317-59.9% | $146,958-72.3% | $74,495-45.5% |
| Participation rate | 53.7% | 75.5%-21.8pp | 82.2%-28.5pp | 67.2%-13.5pp |
| Annual return | 12.28% | 8730.91%-8718.6pp | 418.34%-406.1pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $1,279 | $3,810-66.4% | $4,933-74.1% | $2,623-51.2% |
| Participant deferral / active EE | $2,196 | $7,303-69.9% | $8,070-72.8% | $4,346-49.5% |
| Admin fee / account holder | $316 | $1,739-81.8% | $12,998-97.6% | $1,942-83.7% |