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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $2,736 |
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.
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 | $10,641 | $62,267-82.9% | $110,243-90.3% | $55,725-80.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 79.8%+20.2pp | 70.9%+29.1pp |
| Annual return | -1.69% | -1.07%-0.6pp | 314.76%-316.4pp | 244.93%-246.6pp |
| Employer contribution / active EE | $800 | $1,941-58.8% | $3,827-79.1% | $2,078-61.5% |
| Participant deferral / active EE | $1,239 | $3,516-64.8% | $4,672-73.5% | $3,356-63.1% |
| Admin fee / account holder | $54 | $121-55.0% | $8,548-99.4% | $115-52.8% |