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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 45-3210377 500 CORPORATE PKWY, STE. 108 · AMHERST, NY 14226 | Recordkeeping | $20,943 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,518 | $73,863-66.8% | $143,797-82.9% | $68,490-64.2% |
| Participation rate | 76.0% | 66.7%+9.3pp | 80.3%-4.3pp | 67.9%+8.1pp |
| Annual return | -16.93% | 0.91%-17.8pp | -0.04%-16.9pp | -7.85%-9.1pp |
| Employer contribution / active EE | $872 | $3,185-72.6% | $4,952-82.4% | $2,597-66.4% |
| Participant deferral / active EE | $2,548 | $3,385-24.7% | $5,638-54.8% | $4,028-36.8% |
| Admin fee / account holder | $272 | $5,756-95.3% | $14,679-98.1% | $5,403-95.0% |