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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $118,606 | $55,453+113.9% | $170,435-30.4% | $62,293+90.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.20% | 21.38%-5.2pp | 205.94%-189.7pp | 28.90%-12.7pp |
| Employer contribution / active EE | $5,706 | $2,164+163.7% | $5,432+5.0% | $2,042+179.4% |
| Participant deferral / active EE | $3,697 | $2,303+60.6% | $4,939-25.1% | $3,169+16.7% |
| Admin fee / account holder | $10 | $455-97.8% | $13,881-99.9% | $479-97.9% |