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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 | $77,618 | $89,652-13.4% | $141,197-45.0% | $65,186+19.1% |
| Participation rate | 72.5% | 74.7%-2.2pp | 82.5%-10.0pp | 70.2%+2.3pp |
| Annual return | 23.53% | 32.79%-9.3pp | 71.41%-47.9pp | 29.39%-5.9pp |
| Employer contribution / active EE | $3,474 | $3,065+13.3% | $4,736-26.7% | $2,177+59.6% |
| Participant deferral / active EE | $7,135 | $5,691+25.4% | $6,710+6.3% | $3,514+103.0% |
| Admin fee / account holder | $3 | $569-99.4% | $10,265-100.0% | $847-99.6% |