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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $2,350 |
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 | $25,039 | $73,102-65.7% | $123,553-79.7% | $56,289-55.5% |
| Participation rate | 93.0% | 74.3%+18.7pp | 82.3%+10.7pp | 69.9%+23.1pp |
| Annual return | -6.90% | 3.01%-9.9pp | 119.21%-126.1pp | -9.96%+3.1pp |
| Employer contribution / active EE | $1,718 | $2,977-42.3% | $4,628-62.9% | $2,111-18.6% |
| Participant deferral / active EE | $4,134 | $5,423-23.8% | $6,426-35.7% | $3,350+23.4% |
| Admin fee / account holder | $76 | $554-86.3% | $9,284-99.2% | $521-85.5% |