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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 PO BOX 14201 · BUFFALO, NY 14201 | Recordkeeping | $0 |
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 | $67,727 | $73,102-7.4% | $123,553-45.2% | $56,289+20.3% |
| Participation rate | 74.3% | 74.3%0pp | 82.3%-8.0pp | 69.9%+4.5pp |
| Annual return | -6.29% | 3.01%-9.3pp | 119.21%-125.5pp | -9.96%+3.7pp |
| Employer contribution / active EE | $3,456 | $2,977+16.1% | $4,628-25.3% | $2,111+63.7% |
| Participant deferral / active EE | $7,121 | $5,423+31.3% | $6,426+10.8% | $3,350+112.6% |
| Admin fee / account holder | $5 | $554-99.1% | $9,284-99.9% | $521-99.1% |