Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 PO BOX 0600 · BUFFALO, NY 142010600 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,535 | $57,108-30.8% | $94,229-58.0% | $52,331-24.5% |
| Participation rate | 12.0% | 72.9%-60.9pp | 78.8%-66.7pp | 68.1%-56.1pp |
| Annual return | -4.06% | 1.47%-5.5pp | 10.68%-14.7pp | 4.54%-8.6pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $3,587-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $202 | $3,040-93.4% | $4,320-95.3% | $3,022-93.3% |
| Admin fee / account holder | $618 | $546+13.0% | $6,269-90.1% | $592+4.4% |