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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,882 | $63,924-65.8% | $108,582-79.8% | $55,167-60.3% |
| Participation rate | 26.7% | 74.3%-47.6pp | 79.6%-52.9pp | 69.0%-42.3pp |
| Annual return | 9.34% | 15.31%-6.0pp | -51.70%+61.0pp | 169.23%-159.9pp |
| Employer contribution / active EE | $591 | $1,879-68.5% | $3,758-84.3% | $1,963-69.9% |
| Participant deferral / active EE | $916 | $3,067-70.1% | $4,311-78.8% | $3,054-70.0% |
| Admin fee / account holder | $195 | $618-68.5% | $7,645-97.5% | $504-61.4% |