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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $450 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,416 | $50,898-16.7% | $171,082-75.2% | $55,167-23.1% |
| Participation rate | 47.5% | 63.3%-15.7pp | 76.7%-29.2pp | 69.0%-21.5pp |
| Annual return | 6.18% | 15.34%-9.2pp | 32.56%-26.4pp | 169.23%-163.0pp |
| Employer contribution / active EE | $322 | $1,433-77.5% | $4,002-92.0% | $1,963-83.6% |
| Participant deferral / active EE | $925 | $2,994-69.1% | $4,797-80.7% | $3,054-69.7% |
| Admin fee / account holder | $119 | $500-76.2% | $8,520-98.6% | $504-76.4% |