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 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $275 |
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 | $23,013 | $57,976-60.3% | $63,018-63.5% | $62,293-63.1% |
| Participation rate | 99.0% | 75.9%+23.0pp | 74.8%+24.2pp | 69.5%+29.5pp |
| Annual return | 13.08% | 17.54%-4.5pp | 87.62%-74.5pp | 28.90%-15.8pp |
| Employer contribution / active EE | $1,684 | $2,415-30.3% | $2,761-39.0% | $2,042-17.6% |
| Participant deferral / active EE | $1,149 | $2,956-61.1% | $3,330-65.5% | $3,169-63.7% |
| Admin fee / account holder | $170 | $276-38.4% | $3,601-95.3% | $479-64.6% |