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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $22,782 |
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 | $64,942 | $37,463+73.4% | $77,096-15.8% | $66,938-3.0% |
| Participation rate | 97.4% | 52.9%+44.5pp | 67.9%+29.5pp | 69.8%+27.6pp |
| Annual return | -20.32% | -3.25%-17.1pp | 42.35%-62.7pp | 1.58%-21.9pp |
| Employer contribution / active EE | $2,048 | $1,535+33.4% | $2,814-27.2% | $2,545-19.5% |
| Participant deferral / active EE | $2,908 | $2,621+11.0% | $4,429-34.3% | $4,238-31.4% |
| Admin fee / account holder | $187 | $568-67.1% | $5,428-96.6% | $594-68.5% |