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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142000600 | Recordkeeping | $200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,976 | $56,540-55.8% | $185,849-86.6% | $86,821-71.2% |
| Participation rate | 44.6% | 65.5%-20.9pp | 81.7%-37.1pp | 72.3%-27.7pp |
| Annual return | 56.26% | 118.20%-61.9pp | 122.10%-65.8pp | 97.94%-41.7pp |
| Employer contribution / active EE | $1,118 | $1,844-39.4% | $5,169-78.4% | $2,406-53.5% |
| Participant deferral / active EE | $2,608 | $2,555+2.0% | $5,569-53.2% | $4,132-36.9% |
| Admin fee / account holder | $223 | $150+49.0% | $16,244-98.6% | $170+31.5% |