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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $62 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,698 | $69,823-86.1% | $77,183-87.4% | $74,440-87.0% |
| Participation rate | 61.0% | 70.0%-9.0pp | 69.6%-8.6pp | 70.7%-9.8pp |
| Annual return | 19.75% | 19.99%-0.2pp | 37.89%-18.1pp | 34.37%-14.6pp |
| Employer contribution / active EE | $0 | $2,148-100.0% | $2,534-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $952 | $3,558-73.2% | $3,833-75.2% | $4,529-79.0% |
| Admin fee / account holder | $33 | $398-91.7% | $5,475-99.4% | $348-90.6% |