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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 U.S.A. · BUFFALO, NY 142010600 | Recordkeeping | $4,402 |
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).
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 | $25,363 | $100,801-74.8% | $149,745-83.1% | $73,412-65.5% |
| Participation rate | 74.8% | 77.7%-2.9pp | 82.5%-7.7pp | 72.2%+2.6pp |
| Annual return | 17.58% | 265.34%-247.8pp | 276.72%-259.1pp | 59.30%-41.7pp |
| Employer contribution / active EE | $2,023 | $3,312-38.9% | $4,646-56.5% | $2,234-9.4% |
| Participant deferral / active EE | $5,607 | $6,404-12.4% | $6,843-18.1% | $3,806+47.3% |
| Admin fee / account holder | $230 | $181+27.2% | $9,312-97.5% | $158+45.7% |