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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $180 |
EISNERAMPER LLP2+ 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $47,402 | $58,726-19.3% | $92,239-48.6% | $62,293-23.9% |
| Participation rate | 30.1% | 68.3%-38.2pp | 76.5%-46.4pp | 69.5%-39.4pp |
| Annual return | 15.87% | 43.62%-27.7pp | 176.29%-160.4pp | 28.90%-13.0pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,680-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,317 | $2,766-52.4% | $3,897-66.2% | $3,169-58.5% |
| Admin fee / account holder | $581 | $556+4.4% | $5,194-88.8% | $479+21.2% |