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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $5,695 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $340,936-100.0% | - | $340,936-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 31.0%-31.0pp |
| Annual return | 4.29% | -1.61%+5.9pp | 0.11%+4.2pp | 14.18%-9.9pp |
| Employer contribution / active EE | $0 | $36,166-100.0% | $26,552-100.0% | $33,339-100.0% |
| Participant deferral / active EE | $0 | $89-100.0% | $370-100.0% | $68-100.0% |
| Admin fee / account holder | $0 | $17,688-100.0% | - | $17,688-100.0% |