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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 U.S.A. · BUFFALO, NY 142010600 | Recordkeeping | $1,171 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,800 | $75,388-61.8% | $123,553-76.7% | $55,725-48.3% |
| Participation rate | 55.1% | 75.7%-20.6pp | 82.3%-27.2pp | 70.9%-15.8pp |
| Annual return | 39.49% | 4.48%+35.0pp | 119.21%-79.7pp | 244.93%-205.4pp |
| Employer contribution / active EE | $857 | $3,063-72.0% | $4,628-81.5% | $2,078-58.7% |
| Participant deferral / active EE | $2,794 | $5,651-50.6% | $6,426-56.5% | $3,356-16.7% |
| Admin fee / account holder | $110 | $120-8.5% | $9,284-98.8% | $115-4.8% |