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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $478 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $5,961 | $68,092-91.2% | $73,309-91.9% | $59,188-89.9% |
| Participation rate | 58.1% | 78.1%-20.0pp | 74.9%-16.8pp | 69.4%-11.3pp |
| Annual return | 2.38% | 5.93%-3.6pp | 5.67%-3.3pp | 5.51%-3.1pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $3,237-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $2,763 | $5,041-45.2% | $4,991-44.6% | $3,265-15.4% |
| Admin fee / account holder | $29 | $630-95.4% | $5,635-99.5% | $92-68.5% |