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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $76 |
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 | $81,943 | $70,002+17.1% | $115,037-28.8% | $52,331+56.6% |
| Participation rate | 97.8% | 72.1%+25.7pp | 81.4%+16.4pp | 68.1%+29.7pp |
| Annual return | 0.46% | 4.04%-3.6pp | 26.14%-25.7pp | 4.54%-4.1pp |
| Employer contribution / active EE | $3,380 | $2,715+24.5% | $4,608-26.6% | $1,882+79.6% |
| Participant deferral / active EE | $8,884 | $4,920+80.6% | $6,026+47.4% | $3,022+194.0% |
| Admin fee / account holder | $47 | $566-91.8% | $8,175-99.4% | $592-92.1% |