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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $22,229 | $76,551-71.0% | $123,894-82.1% | $62,881-64.6% |
| Participation rate | 93.3% | 73.0%+20.4pp | 81.4%+11.9pp | 69.3%+24.0pp |
| Annual return | 8.89% | 18.68%-9.8pp | 47.52%-38.6pp | 20.14%-11.3pp |
| Employer contribution / active EE | $833 | $2,882-71.1% | $4,617-81.9% | $2,281-63.5% |
| Participant deferral / active EE | $3,817 | $4,840-21.1% | $5,984-36.2% | $3,203+19.2% |
| Admin fee / account holder | $24 | $4,826-99.5% | $8,357-99.7% | $4,296-99.4% |