Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $198 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,608 | $41,854-77.0% | $73,836-87.0% | $52,331-81.6% |
| Participation rate | 53.9% | 66.2%-12.3pp | 73.4%-19.5pp | 68.1%-14.2pp |
| Annual return | -0.88% | 2.11%-3.0pp | 2268.06%-2268.9pp | 4.54%-5.4pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,787-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $646 | $2,498-74.1% | $3,583-82.0% | $3,022-78.6% |
| Admin fee / account holder | $0 | $493-100.0% | $4,882-100.0% | $592-100.0% |