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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 640 · BUFFALO, NY 142010640 | Recordkeeping | $638 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,504 | $49,451+36.5% | $79,576-15.2% | $66,930+0.9% |
| Participation rate | 52.1% | 61.3%-9.2pp | 69.5%-17.4pp | 69.8%-17.7pp |
| Annual return | -17.59% | 84.25%-101.8pp | 0.15%-17.7pp | 1.57%-19.2pp |
| Employer contribution / active EE | $269 | $1,266-78.7% | $2,413-88.8% | $2,545-89.4% |
| Participant deferral / active EE | $2,082 | $3,159-34.1% | $3,985-47.7% | $4,238-50.9% |
| Admin fee / account holder | $446 | $595-24.9% | $6,834-93.5% | $593-24.8% |