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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $4 |
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 | $87,783 | $41,854+109.7% | $73,836+18.9% | $52,331+67.7% |
| Participation rate | 90.7% | 66.2%+24.5pp | 73.4%+17.3pp | 68.1%+22.6pp |
| Annual return | 0.25% | 2.11%-1.9pp | 2268.06%-2267.8pp | 4.54%-4.3pp |
| Employer contribution / active EE | $1,128 | $1,920-41.3% | $2,787-59.5% | $1,882-40.1% |
| Participant deferral / active EE | $3,851 | $2,498+54.2% | $3,583+7.5% | $3,022+27.4% |
| Admin fee / account holder | $147 | $493-70.2% | $4,882-97.0% | $592-75.1% |