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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,046 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,240 | $50,666-46.2% | $76,657-64.5% | $65,185-58.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 72.1%+27.9pp | 70.2%+29.8pp |
| Annual return | 25.06% | 28.51%-3.5pp | 1166.74%-1141.7pp | 29.38%-4.3pp |
| Employer contribution / active EE | $1,103 | $1,575-29.9% | $2,303-52.1% | $2,177-49.3% |
| Participant deferral / active EE | $1,966 | $2,647-25.7% | $3,335-41.1% | $3,514-44.1% |
| Admin fee / account holder | $212 | $463-54.2% | $6,423-96.7% | $847-75.0% |