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| Provider | Service type | Compensation |
|---|---|---|
BUFFALO LABORERS WELFARE FUND1+ years Filed as: BUFFALO LABORERS' WELFARE FUND Service code 10 · EIN 16-0806902 25 TYROL DRIVE, SUITE 200 · CHEEKTOWAGA, NY 14227 | Accounting | $242,982 |
LUMSDEN & MCCORMICK LLP1+ years Filed as: LUMSDEN & MCCORMICK, LLP Service code 10 · EIN 16-0765486 369 FRANKLIN STREET · BUFFALO, NY 14202 | Accounting | $73,167 |
Filed as: GORLICK, KRAVITZ, LISTHAUS PC Service code 29 · EIN 13-3790829 17 STATE STREET, 4TH FLOOR · NEW YORK, NY 10004 | Legal | $62,678 |
THE BOGDAHN GROUP1+ years Service code 27 · EIN 59-3676225 4901 VINELAND ROAD SUITE 600 · ORLANDO, FL 32811 | Advisory (Plan) | $60,000 |
HORIZON ACTUARIAL SERVICES, LLC1+ years Service code 11 · EIN 26-1370698 8601 GEORGIA AVE., SUITE 700 · SILVER SPRING, MD 20910 | Actuarial | $57,355 |
WESTERN ASSET MANAGEMENT COMPANY1+ years Service code 28 · EIN 95-2705767 P.O. BOX 894139 · LOS ANGELES, CA 90189 | Investment Management | $44,425 |
PROSKAUER ROSE LLP1+ years Service code 29 · EIN 13-1840454 ELEVEN TIMES SQUARE · NEW YORK, NY 10036 | Legal | $36,927 |
LSV ASSET MANAGEMENT1+ years Service code 28 · EIN 23-2772200 155 NORTH WACKER DRIVE, 46TH FLOOR · CHICAGO, IL 60606 | Investment Management | $21,764 |
JOSEPH W. MCCARTHY & ASSOCIATES1+ years Filed as: JOE MCCARTHY & ASSOCIATES Service code 10 · EIN 16-1125088 7644 RT. 31 WEST · BALDWINSVILLE, NY 13027 | Accounting | $19,573 |
BMO HARRIS BANK NA1+ years Filed as: M&T BANK Service code 21 · EIN 16-6265706 ONE M AND T PLAZA · BUFFALO, NY 14203 | Bank Trustee | $12,542 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | -0.43% | 3.49%-3.9pp | 4.16%-4.6pp | 7.18%-7.6pp |
| Employer contribution / active EE | $12,584 | $11,083+13.5% | $29,966-58.0% | $13,095-3.9% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |