Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O.BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $3,477 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,598 | $65,862-91.5% | $124,693-95.5% | $79,391-92.9% |
| Participation rate | 15.1% | 62.2%-47.1pp | 74.6%-59.5pp | 70.7%-55.6pp |
| Annual return | 22.03% | 19.02%+3.0pp | 5144.19%-5122.2pp | 116.88%-94.9pp |
| Employer contribution / active EE | $0 | $1,883-100.0% | $3,324-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $350 | $2,772-87.4% | $4,615-92.4% | $4,046-91.3% |
| Admin fee / account holder | $2 | $673-99.7% | $7,494-100.0% | $627-99.7% |