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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $17,234 |
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 | $54,540 | $38,365+42.2% | $84,628-35.6% | $65,185-16.3% |
| Participation rate | 94.4% | 55.7%+38.7pp | 68.2%+26.1pp | 70.2%+24.2pp |
| Annual return | 22.37% | 32.00%-9.6pp | 258.80%-236.4pp | 29.38%-7.0pp |
| Employer contribution / active EE | $2,146 | $1,258+70.5% | $2,653-19.1% | $2,177-1.4% |
| Participant deferral / active EE | $2,457 | $2,278+7.8% | $3,900-37.0% | $3,514-30.1% |
| Admin fee / account holder | $131 | $451-71.0% | $4,914-97.3% | $847-84.5% |