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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $478 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,796 | $60,165-48.8% | $74,184-58.5% | $55,167-44.2% |
| Participation rate | 62.9% | 74.2%-11.2pp | 76.6%-13.7pp | 69.0%-6.1pp |
| Annual return | 16.35% | 10.00%+6.4pp | 17.74%-1.4pp | 169.23%-152.9pp |
| Employer contribution / active EE | $737 | $1,600-53.9% | $2,370-68.9% | $1,963-62.4% |
| Participant deferral / active EE | $1,633 | $2,973-45.1% | $3,550-54.0% | $3,054-46.5% |
| Admin fee / account holder | $43 | $419-89.8% | $5,586-99.2% | $504-91.5% |