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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 14201 | Recordkeeping | $144 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,899 | $76,551-83.1% | $123,894-89.6% | $62,881-79.5% |
| Participation rate | 21.3% | 73.0%-51.6pp | 81.4%-60.1pp | 69.3%-48.0pp |
| Annual return | 6.59% | 18.68%-12.1pp | 47.52%-40.9pp | 20.14%-13.6pp |
| Employer contribution / active EE | $13 | $2,882-99.5% | $4,617-99.7% | $2,281-99.4% |
| Participant deferral / active EE | $2,601 | $4,840-46.3% | $5,984-56.5% | $3,203-18.8% |
| Admin fee / account holder | $136 | $4,826-97.2% | $8,357-98.4% | $4,296-96.8% |