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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $525 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $12,834 | $61,214-79.0% | $83,327-84.6% | $56,289-77.2% |
| Participation rate | 38.4% | 72.6%-34.2pp | 77.8%-39.4pp | 69.9%-31.5pp |
| Annual return | 58.55% | 0.42%+58.1pp | 10.64%+47.9pp | -9.96%+68.5pp |
| Employer contribution / active EE | $565 | $1,925-70.7% | $3,379-83.3% | $2,111-73.2% |
| Participant deferral / active EE | $1,480 | $5,091-70.9% | $5,565-73.4% | $3,350-55.8% |
| Admin fee / account holder | $0 | $512-100.0% | $7,540-100.0% | $521-100.0% |