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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,045 |
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 | $210,709 | $78,428+168.7% | $95,960+119.6% | $79,852+163.9% |
| Participation rate | 96.5% | 73.5%+23.0pp | 77.1%+19.4pp | 69.6%+26.9pp |
| Annual return | 14.23% | 19.37%-5.1pp | 91.63%-77.4pp | 31.72%-17.5pp |
| Employer contribution / active EE | $7,986 | $1,945+310.5% | $2,541+214.3% | $2,471+223.2% |
| Participant deferral / active EE | $8,624 | $3,440+150.7% | $4,167+107.0% | $3,740+130.6% |
| Admin fee / account holder | $413 | $5,622-92.7% | $6,797-93.9% | $5,306-92.2% |