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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $408 |
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 | $21,070 | $43,550-51.6% | $63,244-66.7% | $52,331-59.7% |
| Participation rate | 100.0% | 65.7%+34.3pp | 71.0%+29.0pp | 68.1%+31.9pp |
| Annual return | -1.74% | 2.03%-3.8pp | -70.31%+68.6pp | 4.54%-6.3pp |
| Employer contribution / active EE | $3,057 | $1,351+126.3% | $2,322+31.7% | $1,882+62.5% |
| Participant deferral / active EE | $1,510 | $2,254-33.0% | $2,953-48.9% | $3,022-50.1% |
| Admin fee / account holder | $158 | $387-59.3% | $5,893-97.3% | $592-73.4% |