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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $520 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,550 | $71,883-11.6% | $86,677-26.7% | $68,494-7.2% |
| Participation rate | 88.5% | 72.2%+16.3pp | 76.6%+11.9pp | 67.9%+20.6pp |
| Annual return | -23.98% | 3.52%-27.5pp | 35.91%-59.9pp | -7.84%-16.1pp |
| Employer contribution / active EE | $1,816 | $2,173-16.4% | $2,836-36.0% | $2,596-30.0% |
| Participant deferral / active EE | $4,338 | $3,779+14.8% | $4,656-6.8% | $4,027+7.7% |
| Admin fee / account holder | $453 | $6,112-92.6% | $7,493-94.0% | $5,403-91.6% |