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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $19,785 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,667 | $43,133+59.2% | $89,414-23.2% | $73,493-6.6% |
| Participation rate | 100.0% | 55.0%+45.0pp | 68.0%+32.0pp | 70.7%+29.3pp |
| Annual return | 20.26% | 135.66%-115.4pp | 245.50%-225.2pp | 28.51%-8.3pp |
| Employer contribution / active EE | $1,089 | $1,438-24.3% | $2,586-57.9% | $2,270-52.0% |
| Participant deferral / active EE | $2,800 | $2,445+14.5% | $3,890-28.0% | $3,740-25.1% |
| Admin fee / account holder | $158 | $444-64.5% | $4,883-96.8% | $513-69.3% |