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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,386 | $77,677-41.6% | $109,188-58.4% | $79,389-42.8% |
| Participation rate | 46.4% | 67.8%-21.4pp | 75.9%-29.5pp | 70.7%-24.3pp |
| Annual return | 14.72% | 23.44%-8.7pp | 25.76%-11.0pp | 116.89%-102.2pp |
| Employer contribution / active EE | $601 | $2,798-78.5% | $3,723-83.8% | $2,428-75.2% |
| Participant deferral / active EE | $1,997 | $3,517-43.2% | $4,654-57.1% | $4,046-50.6% |
| Admin fee / account holder | $267 | $732-63.5% | $6,755-96.0% | $626-57.3% |