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 14201 | Recordkeeping | $588 |
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 | $21,173 | $36,767-42.4% | $81,473-74.0% | $62,293-66.0% |
| Participation rate | 100.0% | 54.4%+45.6pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 39.80% | 173.80%-134.0pp | 38.78%+1.0pp | 28.90%+10.9pp |
| Employer contribution / active EE | $1,634 | $1,128+44.8% | $2,568-36.4% | $2,042-20.0% |
| Participant deferral / active EE | $3,778 | $2,111+79.0% | $3,537+6.8% | $3,169+19.2% |
| Admin fee / account holder | $251 | $797-68.5% | $4,561-94.5% | $479-47.6% |