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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $758 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $24,551 | $43,504-43.6% | $68,612-64.2% | $56,287-56.4% |
| Participation rate | 97.0% | 67.8%+29.2pp | 72.2%+24.8pp | 69.9%+27.2pp |
| Annual return | -7.40% | -3.15%-4.3pp | -4.63%-2.8pp | -9.96%+2.6pp |
| Employer contribution / active EE | $2,012 | $1,525+31.9% | $2,625-23.3% | $2,111-4.7% |
| Participant deferral / active EE | $1,693 | $2,509-32.5% | $3,311-48.9% | $3,350-49.5% |
| Admin fee / account holder | $133 | $515-74.1% | $5,131-97.4% | $521-74.4% |