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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P O BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $236 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,512 | $46,745-30.4% | $60,547-46.3% | $52,331-37.9% |
| Participation rate | 77.3% | 58.6%+18.7pp | 68.0%+9.3pp | 68.1%+9.2pp |
| Annual return | 1.46% | 0.61%+0.9pp | 335.64%-334.2pp | 4.54%-3.1pp |
| Employer contribution / active EE | $1,550 | $1,259+23.1% | $2,419-35.9% | $1,882-17.6% |
| Participant deferral / active EE | $4,011 | $2,145+87.0% | $3,328+20.5% | $3,022+32.7% |
| Admin fee / account holder | $109 | $537-79.6% | $4,536-97.6% | $592-81.5% |