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 13 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Contract Administrator | $12,112 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,246 | $59,140-23.5% | $160,037-71.7% | $66,949-32.4% |
| Participation rate | 69.7% | 68.1%+1.5pp | 78.0%-8.3pp | 69.8%-0.1pp |
| Annual return | -16.27% | -12.25%-4.0pp | 408.95%-425.2pp | 1.57%-17.8pp |
| Employer contribution / active EE | $806 | $1,982-59.3% | $4,226-80.9% | $2,545-68.3% |
| Participant deferral / active EE | $2,311 | $4,399-47.5% | $6,184-62.6% | $4,239-45.5% |
| Admin fee / account holder | $354 | $591-40.2% | $8,716-95.9% | $594-40.4% |