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 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $290 |
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 | $61,630 | $46,360+32.9% | $147,618-58.3% | $52,331+17.8% |
| Participation rate | 95.7% | 64.9%+30.7pp | 84.6%+11.1pp | 68.1%+27.6pp |
| Annual return | -1.39% | 1.62%-3.0pp | 61.98%-63.4pp | 4.54%-5.9pp |
| Employer contribution / active EE | $3,646 | $2,126+71.5% | $5,565-34.5% | $1,882+93.8% |
| Participant deferral / active EE | $3,494 | $2,258+54.8% | $4,895-28.6% | $3,022+15.6% |
| Admin fee / account holder | $9 | $766-98.8% | $11,612-99.9% | $592-98.5% |