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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $10,913 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $28,196 | $89,652-68.5% | $141,191-80.0% | $65,185-56.7% |
| Participation rate | 85.2% | 74.7%+10.4pp | 82.5%+2.7pp | 70.2%+15.0pp |
| Annual return | 20.00% | 32.79%-12.8pp | 71.41%-51.4pp | 29.38%-9.4pp |
| Employer contribution / active EE | $746 | $3,065-75.7% | $4,736-84.2% | $2,177-65.7% |
| Participant deferral / active EE | $4,163 | $5,691-26.9% | $6,710-38.0% | $3,514+18.5% |
| Admin fee / account holder | $82 | $569-85.6% | $10,264-99.2% | $847-90.3% |