Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $598 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,759 | $70,002-58.9% | $115,038-75.0% | $52,331-45.0% |
| Participation rate | 77.9% | 72.1%+5.8pp | 81.4%-3.5pp | 68.1%+9.8pp |
| Annual return | 0.52% | 4.04%-3.5pp | 26.14%-25.6pp | 4.54%-4.0pp |
| Employer contribution / active EE | $1,238 | $2,715-54.4% | $4,608-73.1% | $1,882-34.2% |
| Participant deferral / active EE | $2,673 | $4,920-45.7% | $6,026-55.6% | $3,022-11.6% |
| Admin fee / account holder | $165 | $566-70.9% | $8,175-98.0% | $592-72.1% |