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 P O BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $820 |
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 | $42,662 | $44,425-4.0% | $67,834-37.1% | $55,167-22.7% |
| Participation rate | 71.2% | 59.7%+11.5pp | 68.8%+2.4pp | 69.0%+2.3pp |
| Annual return | 12.51% | 17.80%-5.3pp | 138.47%-126.0pp | 169.23%-156.7pp |
| Employer contribution / active EE | $1,382 | $1,351+2.3% | $2,403-42.5% | $1,963-29.6% |
| Participant deferral / active EE | $3,709 | $2,166+71.3% | $3,160+17.4% | $3,054+21.4% |
| Admin fee / account holder | $140 | $530-73.6% | $4,622-97.0% | $504-72.2% |