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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $878 |
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.
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 | $8,843 | $56,640-84.4% | $80,977-89.1% | $57,658-84.7% |
| Participation rate | 44.7% | 75.9%-31.1pp | 75.8%-31.1pp | 70.2%-25.5pp |
| Annual return | 10.68% | 19.97%-9.3pp | 17.11%-6.4pp | 5.13%+5.5pp |
| Employer contribution / active EE | $0 | $2,085-100.0% | $3,715-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $516 | $4,944-89.6% | $5,696-90.9% | $3,061-83.1% |
| Admin fee / account holder | $67 | $87-22.9% | $5,517-98.8% | $95-29.0% |