Filed December 30, 2015 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFALLO, NY 142010600 | Recordkeeping | $12,778 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,089 | $77,559-62.5% | $68,612-57.6% | $75,289-61.4% |
| Participation rate | 60.3% | 78.3%-18.0pp | 72.2%-12.0pp | 72.4%-12.1pp |
| Annual return | -4.27% | -1.01%-3.3pp | -4.63%+0.4pp | -0.04%-4.2pp |
| Employer contribution / active EE | $1,021 | $1,993-48.8% | $2,625-61.1% | $2,405-57.6% |
| Participant deferral / active EE | $1,642 | $3,128-47.5% | $3,311-50.4% | $3,739-56.1% |
| Admin fee / account holder | $64 | $90-29.3% | $5,131-98.8% | $102-37.5% |