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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P O BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $1,152 |
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 | $45,631 | $46,297-1.4% | $71,671-36.3% | $62,293-26.7% |
| Participation rate | 74.0% | 60.6%+13.3pp | 68.7%+5.2pp | 69.5%+4.5pp |
| Annual return | 18.24% | 22.32%-4.1pp | 20.65%-2.4pp | 28.90%-10.7pp |
| Employer contribution / active EE | $1,367 | $1,412-3.2% | $2,460-44.4% | $2,042-33.1% |
| Participant deferral / active EE | $4,092 | $2,235+83.1% | $3,438+19.0% | $3,169+29.1% |
| Admin fee / account holder | $159 | $461-65.4% | $5,558-97.1% | $479-66.8% |