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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $916 |
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 | $52,148 | $67,602-22.9% | $82,312-36.6% | $70,126-25.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 12.78% | 21.57%-8.8pp | 25.88%-13.1pp | 73.15%-60.4pp |
| Employer contribution / active EE | $1,928 | $1,755+9.9% | $2,428-20.6% | $2,343-17.7% |
| Participant deferral / active EE | $4,073 | $2,987+36.4% | $3,706+9.9% | $3,332+22.2% |
| Admin fee / account holder | $58 | $4,512-98.7% | $5,608-99.0% | $4,645-98.8% |