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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $128 |
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 | $41,713 | $36,767+13.5% | $81,473-48.8% | $62,293-33.0% |
| Participation rate | 96.0% | 54.4%+41.6pp | 68.0%+28.0pp | 69.5%+26.5pp |
| Annual return | 18.22% | 173.80%-155.6pp | 38.78%-20.6pp | 28.90%-10.7pp |
| Employer contribution / active EE | $1,216 | $1,128+7.8% | $2,568-52.6% | $2,042-40.4% |
| Participant deferral / active EE | $1,999 | $2,111-5.3% | $3,537-43.5% | $3,169-36.9% |
| Admin fee / account holder | $105 | $797-86.8% | $4,561-97.7% | $479-78.1% |