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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $650 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $22,883 | $85,766-73.3% | $136,298-83.2% | $70,126-67.4% |
| Participation rate | 94.1% | 74.2%+20.0pp | 81.9%+12.2pp | 69.5%+24.6pp |
| Annual return | 15.13% | 31.46%-16.3pp | 5156.27%-5141.1pp | 73.15%-58.0pp |
| Employer contribution / active EE | $1,647 | $2,966-44.5% | $4,696-64.9% | $2,343-29.7% |
| Participant deferral / active EE | $4,188 | $5,051-17.1% | $6,247-33.0% | $3,332+25.7% |
| Admin fee / account holder | $21 | $5,421-99.6% | $9,244-99.8% | $4,645-99.5% |