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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $52 |
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.
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 | $26,323 | $106,236-75.2% | $112,249-76.5% | $64,819-59.4% |
| Participation rate | 4.0% | 71.7%-67.7pp | 75.1%-71.1pp | 71.5%-67.5pp |
| Annual return | -5.96% | -6.02%+0.1pp | 27.48%-33.4pp | 32.84%-38.8pp |
| Employer contribution / active EE | $0 | $3,166-100.0% | $3,636-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $176 | $3,785-95.4% | $4,729-96.3% | $4,311-95.9% |
| Admin fee / account holder | $167 | $452-63.0% | $6,412-97.4% | $188-11.1% |