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| Provider | Service type | Compensation |
|---|---|---|
BUFFALO LABORERS WELFARE FUND2+ years Filed as: BUFFALO LABORERS' WELFARE FUND Service code 10 · EIN 16-0806902 25 TYROL DRIVE · CHEEKTOWAGA, NY 14227 | Accounting | $246,774 |
Filed as: GORLICK, KRAVITZ, LISTHAUS PC Service code 29 · EIN 13-3790829 17 STATE STREET · NEW YORK, NY 10004 | Legal | $133,683 |
PROSKAUER ROSE LLP2+ years Service code 29 · EIN 13-1840454 ELEVEN TIMES SQUARE · NEW YORK, NY 10036 | Legal | $75,644 |
LUMSDEN & MCCORMICK LLP1 year Service code 10 · EIN 16-0765486 369 FRANKLIN STREET · BUFFALO, NY 14202 | Accounting | $65,940 |
ANDCO CONSULTING1 year Service code 27 · EIN 59-3676225 4901 VINELAND ROAD · ORLANDO, FL 32811 | Advisory (Plan) | $60,000 |
Filed as: J P MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 270 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $46,259 |
WESTERN ASSET MANAGEMENT COMPANY2+ years Service code 28 · EIN 95-2705767 PO BOX 894139 · LOS ANGELES, CA 90189 | Investment Management | $41,322 |
LSV ASSET MANAGEMENT2+ years Service code 28 · EIN 23-2772200 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $23,899 |
JOSEPH W. MCCARTHY & ASSOCIATES2+ years Filed as: JOE MCCARTHY & ASSOCIATES Service code 10 · EIN 16-1125088 7738 OSWEGO ROAD · LIVERPOOL, NY 13090 | Accounting | $18,451 |
BMO HARRIS BANK NA2+ years Filed as: M&T BANK Service code 21 · EIN 16-6265706 ONE M AND T PLAZA · BUFFALO, NY 14203 | Bank Trustee | $12,333 |
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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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 11.08% | 11.78%-0.7pp | 8.32%+2.8pp | 23.90%-12.8pp |
| Employer contribution / active EE | $11,919 | $11,309+5.4% | $30,793-61.3% | $16,539-27.9% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |