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 | $246 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $60,736 | $54,320+11.8% | $67,652-10.2% | $52,331+16.1% |
| Participation rate | 85.2% | 73.6%+11.7pp | 75.7%+9.6pp | 68.1%+17.1pp |
| Annual return | -1.98% | 6.81%-8.8pp | 6625.40%-6627.4pp | 4.54%-6.5pp |
| Employer contribution / active EE | $550 | $1,544-64.4% | $2,266-75.7% | $1,882-70.8% |
| Participant deferral / active EE | $3,160 | $2,950+7.1% | $3,560-11.2% | $3,022+4.6% |
| Admin fee / account holder | $11 | $527-98.0% | $4,821-99.8% | $592-98.2% |