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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $210 |
EISNERAMPER LLP1+ years Service code 10 ONE LOGAN SQUARE · PHILADELPHIA, PA 191032757 | Accounting | $0 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,026 | $52,884-28.1% | $84,753-55.1% | $55,167-31.1% |
| Participation rate | 29.3% | 67.5%-38.2pp | 76.6%-47.3pp | 69.0%-39.7pp |
| Annual return | 3.04% | 18.03%-15.0pp | 22.78%-19.7pp | 169.23%-166.2pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,097 | $2,644-58.5% | $3,712-70.5% | $3,054-64.1% |
| Admin fee / account holder | $520 | $581-10.4% | $5,333-90.2% | $504+3.2% |