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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,172 | $72,177-40.2% | $115,038-62.5% | $59,633-27.6% |
| Participation rate | 47.3% | 72.6%-25.3pp | 81.4%-34.1pp | 68.7%-21.4pp |
| Annual return | -2.20% | 12.02%-14.2pp | 26.14%-28.3pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $1,007 | $2,841-64.5% | $4,608-78.1% | $2,203-54.3% |
| Participant deferral / active EE | $2,514 | $4,783-47.4% | $6,026-58.3% | $3,192-21.2% |
| Admin fee / account holder | $76 | $4,927-98.5% | $8,175-99.1% | $4,297-98.2% |