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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $769 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $50,951 | $100,801-49.5% | $149,730-66.0% | $73,412-30.6% |
| Participation rate | 59.2% | 77.7%-18.5pp | 82.5%-23.3pp | 72.2%-13.0pp |
| Annual return | 33.12% | 265.34%-232.2pp | 276.70%-243.6pp | 59.30%-26.2pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,645-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $7,383 | $6,404+15.3% | $6,843+7.9% | $3,806+94.0% |
| Admin fee / account holder | $371 | $181+105.4% | $9,310-96.0% | $158+135.2% |