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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $418 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,573 | $32,425-52.0% | $74,577-79.1% | $55,167-71.8% |
| Participation rate | 94.5% | 54.0%+40.5pp | 68.1%+26.4pp | 69.0%+25.5pp |
| Annual return | -38.14% | 10.63%-48.8pp | 20.47%-58.6pp | 169.23%-207.4pp |
| Employer contribution / active EE | $1,413 | $1,043+35.4% | $2,525-44.0% | $1,963-28.0% |
| Participant deferral / active EE | $2,544 | $1,995+27.5% | $3,458-26.4% | $3,054-16.7% |
| Admin fee / account holder | $213 | $748-71.5% | $4,138-94.8% | $504-57.7% |