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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $676 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,882 | $72,404-46.3% | $110,238-64.7% | $64,186-39.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -5.81% | -6.29%+0.5pp | 314.74%-320.5pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,938 | $2,282-15.1% | $3,826-49.4% | $2,381-18.6% |
| Participant deferral / active EE | $1,051 | $3,469-69.7% | $4,672-77.5% | $3,470-69.7% |
| Admin fee / account holder | $120 | $5,664-97.9% | $8,547-98.6% | $4,888-97.5% |