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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3646501 OF NEW YORK · BUFFALO, NY 142010600 | Recordkeeping | $175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $10,863 | $52,293-79.2% | $178,498-93.9% | $73,412-85.2% |
| Participation rate | 27.1% | 65.3%-38.2pp | 81.9%-54.8pp | 72.2%-45.1pp |
| Annual return | 18.18% | 34.75%-16.6pp | 151.09%-132.9pp | 59.30%-41.1pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,009 | $2,332-56.7% | $5,202-80.6% | $3,806-73.5% |
| Admin fee / account holder | $138 | $127+8.3% | $13,985-99.0% | $158-12.6% |