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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 | $99,379 | $99,957-0.6% | $149,745-33.6% | $73,497+35.2% |
| Participation rate | 81.5% | 75.7%+5.8pp | 82.5%-1.0pp | 70.7%+10.8pp |
| Annual return | 28.99% | 53.87%-24.9pp | 276.72%-247.7pp | 28.51%+0.5pp |
| Employer contribution / active EE | $4,067 | $3,191+27.5% | $4,646-12.4% | $2,270+79.2% |
| Participant deferral / active EE | $8,688 | $6,073+43.1% | $6,843+27.0% | $3,740+132.3% |
| Admin fee / account holder | $277 | $551-49.7% | $9,312-97.0% | $513-46.1% |