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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $394 |
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.
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 | $52,416 | $56,918-7.9% | $182,558-71.3% | $65,186-19.6% |
| Participation rate | 43.7% | 66.5%-22.8pp | 78.0%-34.3pp | 70.2%-26.5pp |
| Annual return | 19.81% | 27.67%-7.9pp | 148.59%-128.8pp | 29.39%-9.6pp |
| Employer contribution / active EE | $377 | $1,615-76.7% | $4,076-90.8% | $2,177-82.7% |
| Participant deferral / active EE | $959 | $3,526-72.8% | $5,526-82.6% | $3,514-72.7% |
| Admin fee / account holder | $364 | $531-31.5% | $8,594-95.8% | $847-57.0% |