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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $0 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,734 | $63,471+153.2% | $68,803+133.6% | $66,949+140.1% |
| Participation rate | 64.8% | 60.0%+4.8pp | 69.0%-4.3pp | 69.8%-5.1pp |
| Annual return | -16.61% | -8.29%-8.3pp | -6.37%-10.2pp | 1.57%-18.2pp |
| Employer contribution / active EE | $0 | $1,776-100.0% | $2,656-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $9,958 | $2,946+238.0% | $3,942+152.6% | $4,239+134.9% |
| Admin fee / account holder | $1,161 | $578+100.9% | $4,936-76.5% | $594+95.6% |