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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $0 | $36,916-100.0% | $156,551-100.0% | $57,658-100.0% |
| Participation rate | 0.0% | 63.4%-63.4pp | 84.0%-84.0pp | 70.2%-70.2pp |
| Annual return | 6.98% | 12.38%-5.4pp | 32.23%-25.2pp | 5.13%+1.8pp |
| Employer contribution / active EE | $231 | $1,571-85.3% | $5,501-95.8% | $1,974-88.3% |
| Participant deferral / active EE | $827 | $1,926-57.1% | $4,871-83.0% | $3,061-73.0% |
| Admin fee / account holder | $0 | $82-100.0% | $13,028-100.0% | $95-100.0% |