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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 PO BOX 600 · BUFFALO, NY 14201 | Investment Management | $1,642 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $48,314 | $62,324-22.5% | $68,509-29.5% | $55,191-12.5% |
| Participation rate | 75.3% | 78.9%-3.6pp | 74.7%+0.6pp | 69.2%+6.2pp |
| Annual return | -1.77% | 4.26%-6.0pp | 8.27%-10.0pp | 10.78%-12.6pp |
| Employer contribution / active EE | $2,031 | $2,223-8.6% | $2,278-10.8% | $1,899+7.0% |
| Participant deferral / active EE | $3,599 | $3,425+5.1% | $3,382+6.4% | $3,046+18.1% |
| Admin fee / account holder | $0 | $91-100.0% | $5,275-100.0% | $91-100.0% |