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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $396 |
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 | $43,935 | $48,576-9.6% | $169,463-74.1% | $56,287-21.9% |
| Participation rate | 45.1% | 65.8%-20.8pp | 77.8%-32.7pp | 69.9%-24.8pp |
| Annual return | -5.19% | -2.51%-2.7pp | 1.83%-7.0pp | -9.96%+4.8pp |
| Employer contribution / active EE | $365 | $1,559-76.6% | $4,159-91.2% | $2,111-82.7% |
| Participant deferral / active EE | $853 | $3,275-74.0% | $5,277-83.8% | $3,350-74.5% |
| Admin fee / account holder | $255 | $435-41.3% | $9,109-97.2% | $521-51.0% |