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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $670 |
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 | $30,289 | $75,183-59.7% | $123,894-75.6% | $55,167-45.1% |
| Participation rate | 83.6% | 72.8%+10.8pp | 81.4%+2.2pp | 69.0%+14.6pp |
| Annual return | 10.60% | 19.01%-8.4pp | 47.52%-36.9pp | 169.23%-158.6pp |
| Employer contribution / active EE | $1,392 | $2,823-50.7% | $4,617-69.8% | $1,963-29.1% |
| Participant deferral / active EE | $3,130 | $5,084-38.4% | $5,984-47.7% | $3,054+2.5% |
| Admin fee / account holder | $141 | $663-78.8% | $8,357-98.3% | $504-72.1% |