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| Provider | Service type | Compensation |
|---|---|---|
BUFFALO FUNDS1+ years Filed as: BUFFALO FIRST WEALTH MANAGEMENT LLC Service code 33 7606 TRANSIT ROAD · BUFFALO, NY 14221 | Securities brokerage commissions and ... | $13,724 |
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $11,372 |
PENSION ASSURANCE LLP1+ years Filed as: THE PENSION SERVICE INC Service code 15 · EIN 16-1613026 270 NORTHPOINTE PKWY · AMHERST, NY 142281897 | Recordkeeping | $6,882 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $30,139 | $65,185-53.8% | - | $65,185-53.8% |
| Participation rate | 59.3% | 70.2%-10.9pp | - | 70.2%-10.9pp |
| Annual return | 19.22% | 29.38%-10.2pp | - | 29.38%-10.2pp |
| Employer contribution / active EE | $0 | $2,177-100.0% | - | $2,177-100.0% |
| Participant deferral / active EE | $1,906 | $3,514-45.8% | - | $3,514-45.8% |
| Admin fee / account holder | $197 | $847-76.8% | - | $847-76.8% |