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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $24,988 |
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 | $63,116 | $41,150+53.4% | $80,607-21.7% | $71,495-11.7% |
| Participation rate | 97.4% | 50.3%+47.2pp | 67.0%+30.4pp | 67.9%+29.5pp |
| Annual return | 17.43% | 38.48%-21.0pp | 936.11%-918.7pp | 28.85%-11.4pp |
| Employer contribution / active EE | $3,444 | $1,515+127.3% | $2,724+26.4% | $2,589+33.0% |
| Participant deferral / active EE | $3,290 | $2,701+21.8% | $4,448-26.0% | $4,291-23.3% |
| Admin fee / account holder | $199 | $1,841-89.2% | $5,379-96.3% | $1,588-87.5% |