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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,262 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,756 | $49,451-52.0% | $79,580-70.1% | $66,938-64.5% |
| Participation rate | 67.6% | 61.3%+6.3pp | 69.5%-1.9pp | 69.8%-2.2pp |
| Annual return | -14.95% | 84.25%-99.2pp | 0.15%-15.1pp | 1.58%-16.5pp |
| Employer contribution / active EE | $1,168 | $1,266-7.7% | $2,413-51.6% | $2,545-54.1% |
| Participant deferral / active EE | $2,266 | $3,159-28.3% | $3,985-43.1% | $4,238-46.5% |
| Admin fee / account holder | $176 | $595-70.3% | $6,835-97.4% | $594-70.3% |