Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $624 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,743 | $67,166-46.8% | $57,347-37.7% | $55,191-35.2% |
| Participation rate | 65.4% | 77.7%-12.3pp | 75.1%-9.7pp | 69.2%-3.7pp |
| Annual return | 0.48% | 4.22%-3.7pp | 24.40%-23.9pp | 10.78%-10.3pp |
| Employer contribution / active EE | $657 | $2,812-76.6% | $2,689-75.6% | $1,899-65.4% |
| Participant deferral / active EE | $1,945 | $2,835-31.4% | $3,162-38.5% | $3,046-36.1% |
| Admin fee / account holder | $36 | $44-18.0% | $3,356-98.9% | $91-60.6% |