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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,329 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,804 | $39,243+9.1% | $80,784-47.0% | $79,389-46.1% |
| Participation rate | 45.9% | 41.0%+4.8pp | 54.2%-8.3pp | 70.7%-24.9pp |
| Annual return | 9.70% | 98.95%-89.3pp | 87.31%-77.6pp | 116.89%-107.2pp |
| Employer contribution / active EE | $737 | $593+24.3% | $1,160-36.4% | $2,428-69.6% |
| Participant deferral / active EE | $1,906 | $1,262+51.0% | $2,145-11.2% | $4,046-52.9% |
| Admin fee / account holder | $29 | $647-95.5% | $3,380-99.1% | $626-95.4% |