Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $45,341 | $39,245+15.5% | $64,105-29.3% | $52,331-13.4% |
| Participation rate | 22.8% | 58.2%-35.4pp | 68.2%-45.4pp | 68.1%-45.3pp |
| Annual return | -1.19% | 14.79%-16.0pp | 791.24%-792.4pp | 4.54%-5.7pp |
| Employer contribution / active EE | $81 | $736-89.1% | $1,820-95.6% | $1,882-95.7% |
| Participant deferral / active EE | $1,386 | $1,992-30.4% | $2,822-50.9% | $3,022-54.1% |
| Admin fee / account holder | $1 | $592-99.8% | $4,499-100.0% | $592-99.8% |