Filed May 19, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BPX 600 · BUFFALO, NY 14201 | Recordkeeping | $905 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,940 | $121,341+22.7% | $189,520-21.4% | $79,393+87.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.8%+12.2pp | 70.7%+29.3pp |
| Annual return | 16.72% | 21.08%-4.4pp | 555.25%-538.5pp | 116.87%-100.2pp |
| Employer contribution / active EE | $3,464 | $3,915-11.5% | $6,161-43.8% | $2,428+42.7% |
| Participant deferral / active EE | $8,568 | $6,395+34.0% | $8,220+4.2% | $4,046+111.8% |
| Admin fee / account holder | $681 | $651+4.5% | $12,046-94.4% | $627+8.6% |