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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $182 |
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 | $24,156 | $23,385+3.3% | $69,182-65.1% | $57,658-58.1% |
| Participation rate | 47.3% | 37.9%+9.4pp | 55.1%-7.8pp | 70.2%-22.9pp |
| Annual return | 6.56% | -659.34%+665.9pp | -21.93%+28.5pp | 5.13%+1.4pp |
| Employer contribution / active EE | $581 | $422+37.6% | $1,206-51.8% | $1,974-70.6% |
| Participant deferral / active EE | $877 | $843+4.1% | $1,897-53.7% | $3,061-71.3% |
| Admin fee / account holder | $162 | $82+97.3% | $2,697-94.0% | $95+71.4% |