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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $430 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,080 | $42,546-34.0% | $71,796-60.9% | $55,167-49.1% |
| Participation rate | 13.9% | 59.1%-45.2pp | 69.1%-55.2pp | 69.0%-55.1pp |
| Annual return | 5.25% | 12.36%-7.1pp | 78.04%-72.8pp | 169.23%-164.0pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $214 | $2,064-89.6% | $2,794-92.3% | $3,054-93.0% |
| Admin fee / account holder | $415 | $650-36.1% | $4,815-91.4% | $504-17.6% |