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| Provider | Service type | Compensation |
|---|---|---|
BUFFALO LABORERS WELFARE FUND4+ years Filed as: BUFFALO LABORERS' WELFARE FUND Service code 10 · EIN 16-0806902 25 TYROL DRIVE, SUITE 200 · CHEEKTOWAGA, NY 14227 | Accounting | $242,851 |
Filed as: GORLICK KRAVITZ LISTHAUS PC Service code 29 · EIN 13-3790829 29 BROADWAY · NEW YORK, NY 10006 | Legal | $225,638 |
ANDCO CONSULTING3 years Service code 27 · EIN 59-3676225 4901 VINELAND ROAD · ORLANDO, FL 32811 | Advisory (Plan) | $64,000 |
VICTORY2 years Filed as: VICTORY CAPITAL MANAGEMENT INC Service code 28 · EIN 13-2700161 4900 TIEDEMAN ROAD · BROOKLYN, OH 44144 | Investment Management | $60,426 |
PROSKAUER ROSE LLP4+ years Service code 29 · EIN 13-1840454 ELEVEN TIMES SQUARE · NEW YORK, NY 10036 | Legal | $60,147 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 270 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $50,252 |
HORIZON ACTUARIAL SERVICES, LLC4+ years Service code 11 · EIN 26-1370698 PO BOX 117167 · ATLANTA, GA 303687167 | Actuarial | $44,793 |
Filed as: WESTERN ASSET MANAGEMENT CO Service code 28 · EIN 95-2705767 PO BOX 894139 · LOS ANGELES, CA 90189 | Investment Management | $41,557 |
LUMSDEN & MCCORMICK LLP3 years Service code 10 · EIN 16-0765486 THE CYCLORAMA BUILDING · BUFFALO, NY 14202 | Accounting | $37,500 |
LSV ASSET MANAGEMENT4+ years Service code 28 · EIN 23-2772200 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $35,141 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 1.2%-1.2pp |
| Annual return | 2.46% | 10.27%-7.8pp | 10.56%-8.1pp | 53.27%-50.8pp |
| Employer contribution / active EE | $11,385 | $12,273-7.2% | $30,199-62.3% | $14,774-22.9% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |