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| Provider | Service type | Compensation |
|---|---|---|
BUFFALO LABORERS WELFARE FUND3+ years Filed as: BUFFALO LABORERS' WELFARE FUND Service code 10 · EIN 16-0806902 25 TYROL DRIVE, SUITE 200 · BUFFALO, NY 14227 | Accounting | $253,206 |
Filed as: GORLICK, KRAVITZ, LISTHAUS PC Service code 29 · EIN 13-3790829 17 STATE STREET · NEW YORK, NY 10004 | Legal | $175,016 |
HORIZON ACTUARIAL SERVICES, LLC3+ years Service code 11 · EIN 26-1370698 P.O. BOX 117167 · ATLANTA, GA 303687167 | Actuarial | $65,237 |
ANDCO CONSULTING2 years Service code 27 · EIN 59-3676225 4901 VINELAND ROAD · ORLANDO, NY 32811 | Advisory (Plan) | $60,000 |
PROSKAUER ROSE LLP3+ years Service code 29 · EIN 13-1840454 ELEVEN TIMES SQUARE · NEW YORK, NY 10036 | Legal | $58,891 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 270 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $50,676 |
Filed as: WESTERN ASSET MANAGEMENT CO Service code 28 · EIN 95-2705767 PO BOX 894139 · LOS ANGELES, CA 90189 | Investment Management | $43,486 |
JOSEPH W. MCCARTHY & ASSOCIATES3+ years Filed as: JOE MCCARTHY & ASSOCIATES Service code 10 · EIN 16-1125088 7738 OSWEGO ROAD · LIVERPOOL, NY 13090 | Accounting | $40,959 |
LUMSDEN & MCCORMICK LLP2 years Service code 10 · EIN 16-0765486 THE CYCLORAMA BUILDING · BUFFALO, NY 14202 | Accounting | $36,003 |
VICTORY1 year Filed as: VICTORY CAPITAL MANAGEMENT INC Service code 28 · EIN 13-2700161 4900 TIEDEMAN ROAD · BROOKLYN, OH 44144 | Investment Management | $32,360 |
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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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | 6.38% | 4.25%+2.1pp | -752.26%+758.6pp | 0.19%+6.2pp |
| Employer contribution / active EE | $12,078 | $11,906+1.4% | $31,802-62.0% | $13,763-12.2% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |