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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NE 142010600 | Recordkeeping | $650 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $16,062 | $62,324-74.2% | $68,509-76.6% | $55,191-70.9% |
| Participation rate | 29.2% | 78.9%-49.7pp | 74.7%-45.6pp | 69.2%-40.0pp |
| Annual return | -0.19% | 4.26%-4.4pp | 8.27%-8.5pp | 10.78%-11.0pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $2,278-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $750 | $3,425-78.1% | $3,382-77.8% | $3,046-75.4% |
| Admin fee / account holder | $0 | $91-100.0% | $5,275-100.0% | $91-100.0% |