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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $50,012 | $60,165-16.9% | $74,184-32.6% | $55,167-9.3% |
| Participation rate | 77.7% | 74.2%+3.6pp | 76.6%+1.1pp | 69.0%+8.7pp |
| Annual return | 0.00% | 10.00%-10.0pp | 17.74%-17.7pp | 169.23%-169.2pp |
| Employer contribution / active EE | $1,109 | $1,600-30.7% | $2,370-53.2% | $1,963-43.5% |
| Participant deferral / active EE | $3,160 | $2,973+6.3% | $3,550-11.0% | $3,054+3.5% |
| Admin fee / account holder | $296 | $419-29.4% | $5,586-94.7% | $504-41.2% |