Filed April 2, 2024
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3+ years Service code 11 · EIN 23-2293237 | Actuarial | $117,240 |
DATA RESEARCH GROUP2 years Filed as: DATA MATION PRINTING Service code 49 623 ENGLEWOOD AVE · BUFFALO, NY 14223 | Other Services | $13,529 |
BOND, SCHOENECK & KING, PLLC2 years Service code 29 · EIN 27-0015651 | Legal | $12,006 |
BOBBITT, PITTENGER & CO P.A.3+ years Service code 10 · EIN 65-0437100 | Accounting | $9,555 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $21,578,776-100.0% | $98,614-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 0.0%0pp |
| Annual return | 4.60% | 8.57%-4.0pp | -0.41%+5.0pp | 33.37%-28.8pp |
| Employer contribution / active EE | $0 | $3,885-100.0% | $15,396-100.0% | $11,253-100.0% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $2,970-100.0% | $99,113-100.0% |