Filed March 27, 2025
Total covered: 12 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $613 |
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.
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 | $4,544 | $37,196-87.8% | $154,111-97.1% | $55,725-91.8% |
| Participation rate | 8.2% | 64.1%-55.9pp | 83.0%-74.9pp | 70.9%-62.7pp |
| Annual return | 0.00% | 1319.68%-1319.7pp | 735.18%-735.2pp | 244.93%-244.9pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $288 | $2,068-86.1% | $5,081-94.3% | $3,356-91.4% |
| Admin fee / account holder | $46 | $102-54.4% | $13,411-99.7% | $115-59.8% |