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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,903 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,004 | $76,670-13.9% | $96,683-31.7% | $71,457-7.6% |
| Participation rate | 61.5% | 66.6%-5.0pp | 74.3%-12.8pp | 67.9%-6.4pp |
| Annual return | 11.19% | 48.29%-37.1pp | 35.69%-24.5pp | 28.85%-17.7pp |
| Employer contribution / active EE | $97 | $3,031-96.8% | $3,737-97.4% | $2,588-96.3% |
| Participant deferral / active EE | $3,289 | $3,771-12.8% | $4,878-32.6% | $4,289-23.3% |
| Admin fee / account holder | $46 | $2,028-97.7% | $6,730-99.3% | $1,587-97.1% |