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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P. O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $492 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $31,556 | $75,183-58.0% | $123,894-74.5% | $55,167-42.8% |
| Participation rate | 36.7% | 72.8%-36.1pp | 81.4%-44.7pp | 69.0%-32.3pp |
| Annual return | 8.01% | 19.01%-11.0pp | 47.52%-39.5pp | 169.23%-161.2pp |
| Employer contribution / active EE | $906 | $2,823-67.9% | $4,617-80.4% | $1,963-53.8% |
| Participant deferral / active EE | $1,179 | $5,084-76.8% | $5,984-80.3% | $3,054-61.4% |
| Admin fee / account holder | $24 | $663-96.4% | $8,357-99.7% | $504-95.3% |