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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $62 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $47,420 | $32,425+46.2% | $74,577-36.4% | $55,167-14.0% |
| Participation rate | 57.5% | 54.0%+3.5pp | 68.1%-10.6pp | 69.0%-11.4pp |
| Annual return | 12.08% | 10.63%+1.4pp | 20.47%-8.4pp | 169.23%-157.2pp |
| Employer contribution / active EE | $1,973 | $1,043+89.1% | $2,525-21.9% | $1,963+0.5% |
| Participant deferral / active EE | $4,598 | $1,995+130.5% | $3,458+33.0% | $3,054+50.6% |
| Admin fee / account holder | $7 | $748-99.0% | $4,138-99.8% | $504-98.5% |