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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $50 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $14,502 | $52,884-72.6% | $84,753-82.9% | $55,167-73.7% |
| Participation rate | 44.1% | 67.5%-23.4pp | 76.6%-32.5pp | 69.0%-24.9pp |
| Annual return | 5.90% | 18.03%-12.1pp | 22.78%-16.9pp | 169.23%-163.3pp |
| Employer contribution / active EE | $824 | $2,233-63.1% | $3,574-76.9% | $1,963-58.0% |
| Participant deferral / active EE | $1,211 | $2,644-54.2% | $3,712-67.4% | $3,054-60.4% |
| Admin fee / account holder | $128 | $581-77.9% | $5,333-97.6% | $504-74.5% |