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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $770 |
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 | $58,389 | $60,349-3.2% | $74,184-21.3% | $62,881-7.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 8.18% | 21.38%-13.2pp | 17.74%-9.6pp | 20.14%-12.0pp |
| Employer contribution / active EE | $2,043 | $1,680+21.6% | $2,370-13.8% | $2,281-10.4% |
| Participant deferral / active EE | $4,220 | $2,856+47.8% | $3,550+18.9% | $3,203+31.8% |
| Admin fee / account holder | $28 | $4,261-99.3% | $5,586-99.5% | $4,296-99.3% |