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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $39,482 |
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 | $31,543 | $99,957-68.4% | $149,745-78.9% | $73,497-57.1% |
| Participation rate | 82.5% | 75.7%+6.8pp | 82.5%+0.1pp | 70.7%+11.9pp |
| Annual return | 18.48% | 53.87%-35.4pp | 276.72%-258.2pp | 28.51%-10.0pp |
| Employer contribution / active EE | $1,118 | $3,191-65.0% | $4,646-75.9% | $2,270-50.7% |
| Participant deferral / active EE | $3,146 | $6,073-48.2% | $6,843-54.0% | $3,740-15.9% |
| Admin fee / account holder | $206 | $551-62.5% | $9,312-97.8% | $513-59.8% |