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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES · BUFFALO, NY 142010600 | Recordkeeping | $13,867 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,844 | $36,939-70.6% | $80,741-86.6% | $93,010-88.3% |
| Participation rate | 99.3% | 32.6%+66.7pp | 54.2%+45.1pp | 73.9%+25.4pp |
| Annual return | 15.57% | 17.55%-2.0pp | 87.30%-71.7pp | 158.70%-143.1pp |
| Employer contribution / active EE | $1,464 | $455+221.7% | $1,160+26.2% | $2,705-45.9% |
| Participant deferral / active EE | $2,175 | $1,044+108.3% | $2,145+1.4% | $4,561-52.3% |
| Admin fee / account holder | $36 | $162-77.5% | $3,380-98.9% | $152-76.0% |