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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $2 |
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 | $16,623 | $69,012-75.9% | $160,037-89.6% | $68,490-75.7% |
| Participation rate | 43.6% | 65.4%-21.8pp | 78.0%-34.4pp | 67.9%-24.3pp |
| Annual return | -15.93% | -9.65%-6.3pp | 408.95%-424.9pp | -7.85%-8.1pp |
| Employer contribution / active EE | $234 | $2,212-89.4% | $4,226-94.5% | $2,597-91.0% |
| Participant deferral / active EE | $1,481 | $4,212-64.8% | $6,184-76.0% | $4,028-63.2% |
| Admin fee / account holder | $184 | $4,798-96.2% | $8,716-97.9% | $5,403-96.6% |