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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Accounting | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,197 | $25,165+151.1% | $73,550-14.1% | $77,958-18.9% |
| Participation rate | 5.5% | 36.6%-31.1pp | 54.9%-49.4pp | 71.6%-66.1pp |
| Annual return | 17.24% | 18.12%-0.9pp | -15.16%+32.4pp | 20.87%-3.6pp |
| Employer contribution / active EE | $120 | $395-69.7% | $1,219-90.2% | $2,310-94.8% |
| Participant deferral / active EE | $191 | $898-78.7% | $1,804-89.4% | $3,537-94.6% |
| Admin fee / account holder | $59 | $76-22.4% | $2,320-97.5% | $97-39.7% |