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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $68 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,707 | $50,947-53.5% | $74,549-68.2% | $64,173-63.1% |
| Participation rate | 40.9% | 61.1%-20.2pp | 69.1%-28.2pp | 69.6%-28.7pp |
| Annual return | -11.53% | -1.85%-9.7pp | 32.53%-44.1pp | 7.63%-19.2pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,180 | $2,302-5.3% | $3,108-29.9% | $3,470-37.2% |
| Admin fee / account holder | $145 | $4,221-96.6% | $5,059-97.1% | $4,887-97.0% |