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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $770 |
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 | $33,928 | $80,753-58.0% | $136,298-75.1% | $62,293-45.5% |
| Participation rate | 83.6% | 73.5%+10.0pp | 81.9%+1.6pp | 69.5%+14.0pp |
| Annual return | 15.53% | 35.83%-20.3pp | 5156.27%-5140.7pp | 28.90%-13.4pp |
| Employer contribution / active EE | $1,360 | $2,884-52.8% | $4,696-71.0% | $2,042-33.4% |
| Participant deferral / active EE | $3,243 | $5,164-37.2% | $6,247-48.1% | $3,169+2.3% |
| Admin fee / account holder | $141 | $525-73.1% | $9,244-98.5% | $479-70.5% |