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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $538 |
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 | $47,174 | $57,350-17.7% | $83,850-43.7% | $64,181-26.5% |
| Participation rate | 29.7% | 68.6%-38.9pp | 76.1%-46.5pp | 69.6%-39.9pp |
| Annual return | -3.13% | 11.38%-14.5pp | 850.92%-854.1pp | 7.63%-10.8pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,299 | $2,993-56.6% | $4,082-68.2% | $3,470-62.6% |
| Admin fee / account holder | $469 | $4,046-88.4% | $5,478-91.4% | $4,887-90.4% |