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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.0. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $936 |
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.
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 | $36,952 | $91,424-59.6% | $135,942-72.8% | $71,495-48.3% |
| Participation rate | 56.2% | 75.7%-19.4pp | 81.9%-25.7pp | 67.9%-11.7pp |
| Annual return | 9.99% | 29.90%-19.9pp | 68.28%-58.3pp | 28.85%-18.9pp |
| Employer contribution / active EE | $1,254 | $3,704-66.1% | $4,858-74.2% | $2,589-51.6% |
| Participant deferral / active EE | $2,189 | $7,092-69.1% | $7,759-71.8% | $4,291-49.0% |
| Admin fee / account holder | $395 | $1,266-68.8% | $10,764-96.3% | $1,588-75.1% |