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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $952 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,985 | $56,503-46.9% | $70,098-57.2% | $64,814-53.7% |
| Participation rate | 99.2% | 70.5%+28.7pp | 70.5%+28.7pp | 71.5%+27.7pp |
| Annual return | -15.42% | -13.44%-2.0pp | 190.76%-206.2pp | 32.84%-48.3pp |
| Employer contribution / active EE | $1,520 | $2,046-25.7% | $2,560-40.6% | $2,507-39.4% |
| Participant deferral / active EE | $2,793 | $3,389-17.6% | $3,849-27.5% | $4,310-35.2% |
| Admin fee / account holder | $247 | $160+54.3% | $6,266-96.1% | $188+31.7% |