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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $152 |
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 | $36,708 | $31,109+18.0% | $67,704-45.8% | $52,331-29.9% |
| Participation rate | 96.0% | 54.0%+42.0pp | 67.5%+28.5pp | 68.1%+27.9pp |
| Annual return | -0.98% | 23.70%-24.7pp | 25.41%-26.4pp | 4.54%-5.5pp |
| Employer contribution / active EE | $1,628 | $1,076+51.3% | $2,559-36.4% | $1,882-13.5% |
| Participant deferral / active EE | $2,132 | $1,970+8.2% | $3,585-40.5% | $3,022-29.4% |
| Admin fee / account holder | $75 | $466-83.8% | $4,255-98.2% | $592-87.2% |