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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 PO BOX 0600 · BUFFALO, NY 142010600 | Recordkeeping | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $11,518 | $63,924-82.0% | $108,582-89.4% | $55,167-79.1% |
| Participation rate | 72.1% | 74.3%-2.2pp | 79.6%-7.4pp | 69.0%+3.1pp |
| Annual return | 7.17% | 15.31%-8.1pp | -51.70%+58.9pp | 169.23%-162.1pp |
| Employer contribution / active EE | $1,642 | $1,879-12.6% | $3,758-56.3% | $1,963-16.4% |
| Participant deferral / active EE | $2,637 | $3,067-14.0% | $4,311-38.8% | $3,054-13.7% |
| Admin fee / account holder | $114 | $618-81.5% | $7,645-98.5% | $504-77.3% |