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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $394 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $30,040 | $31,109-3.4% | $67,704-55.6% | $52,331-42.6% |
| Participation rate | 100.0% | 54.0%+46.0pp | 67.5%+32.5pp | 68.1%+31.9pp |
| Annual return | 0.25% | 23.70%-23.5pp | 25.41%-25.2pp | 4.54%-4.3pp |
| Employer contribution / active EE | $2,297 | $1,076+113.5% | $2,559-10.3% | $1,882+22.1% |
| Participant deferral / active EE | $4,232 | $1,970+114.8% | $3,585+18.0% | $3,022+40.0% |
| Admin fee / account holder | $353 | $466-24.2% | $4,255-91.7% | $592-40.3% |