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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $496 |
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 | $32,269 | $64,909-50.3% | $82,312-60.8% | $62,293-48.2% |
| Participation rate | 59.3% | 74.9%-15.6pp | 76.9%-17.6pp | 69.5%-10.2pp |
| Annual return | 15.96% | 21.18%-5.2pp | 25.88%-9.9pp | 28.90%-12.9pp |
| Employer contribution / active EE | $723 | $1,676-56.9% | $2,428-70.2% | $2,042-64.6% |
| Participant deferral / active EE | $1,577 | $3,103-49.2% | $3,706-57.4% | $3,169-50.2% |
| Admin fee / account holder | $38 | $440-91.2% | $5,608-99.3% | $479-92.0% |