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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 16-0806902 25 TYROL DRIVE · CHEEKTOWAGA, NY 14227 | Accounting | $269,569 |
Filed as: GORLICK, KRAVITY & LISTHAUS ATTYS Service code 29 · EIN 13-3790829 29 BROADWAY · NEW YORK, NY 10006 | Legal | $88,017 |
PROSKAUER ROSE LLP6+ years Service code 29 · EIN 13-1840454 ELEVEN TIMES SQUARE · NEW YORK, NY 10036 | Legal | $82,700 |
VICTORY4 years Filed as: VICTORY CAPITAL MANAGEMENT INC Service code 28 · EIN 13-2700161 4900 TIEDEMAN ROAD · BROOKLYN, OH 44144 | Investment Management | $71,699 |
ANDCO CONSULTING5 years Service code 27 · EIN 59-3676225 531 W. MORSE BLVD · WINTER PARK, FL 32789 | Advisory (Plan) | $68,000 |
Filed as: JP MORGAN INVESTMENT CO Service code 28 · EIN 13-3200244 270 PARK AVE · NEW YORK, NY 10017 | Investment Management | $62,466 |
Filed as: HORIZON ACTUARIAL SERVICE Service code 11 · EIN 26-1370698 PO BOX 117167 · ATLANTA, GA 303687167 | Actuarial | $47,875 |
Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 PO BOX 894139 · LOS ANGELES, CA 90189 | Investment Management | $42,618 |
LSV ASSET MANAGEMENT6+ years Service code 28 · EIN 23-2772200 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $37,705 |
LUMSDEN & MCCORMICK LLP1 year Filed as: LUMSDEN & MCCORMICK Service code 10 · EIN 16-0765486 THE CYCLORAMA BUILDING · BUFFALO, NY 14202 | Accounting | $34,000 |
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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 | $533,469-100.0% | $201,582-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.7%-0.7pp |
| Annual return | 27.77% | 24.46%+3.3pp | 11.08%+16.7pp | 13.24%+14.5pp |
| Employer contribution / active EE | $12,659 | $11,981+5.7% | $28,418-55.5% | $14,616-13.4% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $5,364-100.0% | $6,559-100.0% | $4,137-100.0% |