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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $530 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $31,270 | $65,376-52.2% | $87,102-64.1% | $65,185-52.0% |
| Participation rate | 62.7% | 75.3%-12.6pp | 76.9%-14.2pp | 70.2%-7.5pp |
| Annual return | 18.39% | 31.27%-12.9pp | 28.19%-9.8pp | 29.38%-11.0pp |
| Employer contribution / active EE | $349 | $1,822-80.9% | $2,521-86.2% | $2,177-84.0% |
| Participant deferral / active EE | $2,026 | $3,388-40.2% | $4,048-50.0% | $3,514-42.3% |
| Admin fee / account holder | $198 | $520-61.9% | $7,491-97.4% | $847-76.6% |