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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,374 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,305 | $55,657-58.1% | $63,412-63.2% | $55,191-57.8% |
| Participation rate | 89.3% | 63.4%+25.9pp | 67.1%+22.2pp | 69.2%+20.2pp |
| Annual return | -1.70% | -0.22%-1.5pp | 4.04%-5.7pp | 10.78%-12.5pp |
| Employer contribution / active EE | $1,007 | $1,026-1.9% | $1,814-44.5% | $1,899-47.0% |
| Participant deferral / active EE | $2,449 | $1,817+34.8% | $2,496-1.9% | $3,046-19.6% |
| Admin fee / account holder | $47 | $272-82.7% | $3,753-98.7% | $91-48.3% |