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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,104 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $179,264 | $72,492+147.3% | $87,102+105.8% | $72,983+145.6% |
| Participation rate | 98.9% | 72.8%+26.1pp | 76.9%+22.0pp | 69.5%+29.4pp |
| Annual return | 19.62% | 24.46%-4.8pp | 28.19%-8.6pp | 81.01%-61.4pp |
| Employer contribution / active EE | $7,744 | $1,894+308.9% | $2,521+207.1% | $2,440+217.4% |
| Participant deferral / active EE | $8,548 | $3,270+161.4% | $4,048+111.1% | $3,608+136.9% |
| Admin fee / account holder | $384 | $5,055-92.4% | $7,491-94.9% | $5,124-92.5% |