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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $72 |
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.
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 | $45,579 | $65,027-29.9% | $90,970-49.9% | $79,852-42.9% |
| Participation rate | 41.2% | 61.6%-20.4pp | 69.0%-27.8pp | 69.6%-28.4pp |
| Annual return | 16.29% | 30.45%-14.2pp | 134.58%-118.3pp | 31.72%-15.4pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,114 | $2,512+24.0% | $3,373-7.7% | $3,740-16.7% |
| Admin fee / account holder | $200 | $4,535-95.6% | $5,960-96.6% | $5,306-96.2% |