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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $388 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $26,456 | $43,133-38.7% | $89,435-70.4% | $73,497-64.0% |
| Participation rate | 100.0% | 55.0%+45.0pp | 68.0%+32.0pp | 70.7%+29.3pp |
| Annual return | 6.89% | 135.66%-128.8pp | 245.55%-238.7pp | 28.51%-21.6pp |
| Employer contribution / active EE | $1,761 | $1,438+22.5% | $2,587-31.9% | $2,270-22.4% |
| Participant deferral / active EE | $5,319 | $2,445+117.6% | $3,890+36.7% | $3,740+42.2% |
| Admin fee / account holder | $297 | $444-33.0% | $4,884-93.9% | $513-42.1% |