Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $892 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,971 | $76,696+44.7% | $96,538+15.0% | $71,529+55.1% |
| Participation rate | 97.5% | 66.6%+30.9pp | 74.3%+23.2pp | 67.9%+29.6pp |
| Annual return | 17.65% | 48.32%-30.7pp | 35.74%-18.1pp | 28.97%-11.3pp |
| Employer contribution / active EE | $3,130 | $3,032+3.3% | $3,740-16.3% | $2,590+20.9% |
| Participant deferral / active EE | $9,376 | $3,770+148.7% | $4,880+92.1% | $4,291+118.5% |
| Admin fee / account holder | $416 | $2,030-79.5% | $6,737-93.8% | $1,588-73.8% |