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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, · BUFFALO, NY 142010600 | Recordkeeping | $190 |
Annual investment return 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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $14,951 | $43,504-65.6% | $68,612-78.2% | $56,289-73.4% |
| Participation rate | 83.3% | 67.8%+15.5pp | 72.2%+11.1pp | 69.9%+13.5pp |
| Annual return | -8.59% | -3.15%-5.4pp | -4.63%-4.0pp | -9.96%+1.4pp |
| Employer contribution / active EE | $1,505 | $1,525-1.3% | $2,625-42.7% | $2,111-28.7% |
| Participant deferral / active EE | $2,202 | $2,509-12.2% | $3,311-33.5% | $3,350-34.3% |
| Admin fee / account holder | $25 | $515-95.2% | $5,131-99.5% | $521-95.3% |