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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $33,888 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,174 | $61,356+86.1% | $149,696-23.7% | $71,511+59.7% |
| Participation rate | 99.1% | 62.5%+36.5pp | 78.8%+20.3pp | 67.9%+31.1pp |
| Annual return | 16.68% | 35.86%-19.2pp | 134.46%-117.8pp | 28.86%-12.2pp |
| Employer contribution / active EE | $5,734 | $2,382+140.7% | $4,821+18.9% | $2,589+121.5% |
| Participant deferral / active EE | $3,951 | $2,920+35.3% | $5,682-30.5% | $4,291-7.9% |
| Admin fee / account holder | $445 | $1,263-64.8% | $13,212-96.6% | $1,588-72.0% |