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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 U.S.A. · BUFFALO, NY 142010600 | Recordkeeping | $2,845 |
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).
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 | $21,754 | $88,122-75.3% | $141,191-84.6% | $67,579-67.8% |
| Participation rate | 74.1% | 76.5%-2.4pp | 82.5%-8.4pp | 71.3%+2.8pp |
| Annual return | 27.09% | 75.40%-48.3pp | 71.41%-44.3pp | 378.56%-351.5pp |
| Employer contribution / active EE | $1,180 | $3,224-63.4% | $4,736-75.1% | $2,148-45.1% |
| Participant deferral / active EE | $3,443 | $5,958-42.2% | $6,710-48.7% | $3,539-2.7% |
| Admin fee / account holder | $244 | $131+86.2% | $10,264-97.6% | $142+71.3% |