Filed April 2, 2024
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| Provider | Service type | Compensation |
|---|---|---|
M&T INVESTMENT GROUP2+ years Filed as: M AND T INVESTMENT GROUP Service code 18 · EIN 16-0538020 | Direct payment from the plan; Custodi... | $246,816 |
AON CONSULTING2+ years Service code 11 · EIN 23-2293237 | Actuarial | $64,211 |
Service code 29 · EIN 27-0015651 | Legal | $20,682 |
BOBBITT, PITTENGER & CO P.A.2+ years Service code 10 · EIN 65-0437100 | Accounting | $15,095 |
DATA RESEARCH GROUP1 year Filed as: DATA MATION PRINTING Service code 49 623 ENGLEWOOD AVE · BUFFALO, NY 14223 | Other Services | $5,775 |
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Employer contribution per participant 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 | $0 | $0 | $107,664-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 0.0%0pp |
| Annual return | 18.18% | 13.43%+4.8pp | 337.46%-319.3pp | 17.84%+0.3pp |
| Employer contribution / active EE | $704 | $21,964-96.8% | $20,191-96.5% | $14,688-95.2% |
| Participant deferral / active EE | $0 | $2-100.0% | $30-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $1,663-100.0% | - |