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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $196 |
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 | $69,897 | $60,165+16.2% | $74,184-5.8% | $55,167+26.7% |
| Participation rate | 83.7% | 74.2%+9.6pp | 76.6%+7.1pp | 69.0%+14.7pp |
| Annual return | 8.36% | 10.00%-1.6pp | 17.74%-9.4pp | 169.23%-160.9pp |
| Employer contribution / active EE | $635 | $1,600-60.3% | $2,370-73.2% | $1,963-67.7% |
| Participant deferral / active EE | $3,393 | $2,973+14.1% | $3,550-4.4% | $3,054+11.1% |
| Admin fee / account holder | $15 | $419-96.5% | $5,586-99.7% | $504-97.1% |