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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142000600 | Recordkeeping | $296 |
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 | $22,913 | $45,000-49.1% | $143,797-84.1% | $77,906-70.6% |
| Participation rate | 42.1% | 66.8%-24.7pp | 80.3%-38.2pp | 73.7%-31.6pp |
| Annual return | 1.29% | 29.03%-27.7pp | -0.04%+1.3pp | 12.16%-10.9pp |
| Employer contribution / active EE | $1,113 | $1,870-40.5% | $4,952-77.5% | $2,846-60.9% |
| Participant deferral / active EE | $2,598 | $3,157-17.7% | $5,638-53.9% | $4,805-45.9% |
| Admin fee / account holder | $201 | $98+104.1% | $14,679-98.6% | $133+51.5% |