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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $0 |
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 | $14,369 | $46,360-69.0% | $147,617-90.3% | $52,331-72.5% |
| Participation rate | 72.2% | 64.9%+7.2pp | 84.6%-12.5pp | 68.1%+4.1pp |
| Annual return | 0.50% | 1.62%-1.1pp | 61.98%-61.5pp | 4.54%-4.0pp |
| Employer contribution / active EE | $692 | $2,126-67.5% | $5,564-87.6% | $1,882-63.2% |
| Participant deferral / active EE | $1,397 | $2,258-38.1% | $4,895-71.5% | $3,022-53.8% |
| Admin fee / account holder | $0 | $766-100.0% | $11,612-100.0% | $592-100.0% |