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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,396 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,608 | $54,717-44.1% | $86,216-64.5% | $71,511-57.2% |
| Participation rate | 71.1% | 60.1%+11.0pp | 69.0%+2.1pp | 67.9%+3.1pp |
| Annual return | 12.58% | 20.07%-7.5pp | 1169.42%-1156.8pp | 28.86%-16.3pp |
| Employer contribution / active EE | $1,133 | $1,267-10.5% | $2,382-52.4% | $2,589-56.2% |
| Participant deferral / active EE | $2,183 | $3,110-29.8% | $3,986-45.2% | $4,291-49.1% |
| Admin fee / account holder | $248 | $1,922-87.1% | $6,853-96.4% | $1,588-84.4% |