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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $8,262 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,552 | $144,879+19.8% | $111,319+55.9% | $93,010+86.6% |
| Participation rate | 84.6% | 86.1%-1.6pp | 77.3%+7.3pp | 73.9%+10.7pp |
| Annual return | 13.76% | 18.11%-4.3pp | 54.68%-40.9pp | 158.70%-144.9pp |
| Employer contribution / active EE | $2,049 | $3,052-32.9% | $2,732-25.0% | $2,705-24.2% |
| Participant deferral / active EE | $8,087 | $5,576+45.0% | $4,488+80.2% | $4,561+77.3% |
| Admin fee / account holder | $83 | $104-20.0% | $7,966-99.0% | $152-45.4% |