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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 16-0806902 25 TYROL DRIVE · CHEEKTOWAGA, NY 14227 | Accounting | $288,439 |
PROSKAUER ROSE LLP8+ years Service code 29 · EIN 13-1840454 ELEVEN TIMES SQUARE · NEW YORK, NY 10036 | Legal | $109,548 |
ANDCO CONSULTING7 years Service code 27 · EIN 59-3676225 531 W. MORSE BLVD · WINTER PARK, FL 32789 | Advisory (Plan) | $68,000 |
Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 PO BOX 117167 · ATLANTA, GA 303687167 | Actuarial | $66,004 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN INVESTMENT CO Service code 28 · EIN 26-1370698 270 PARK AVE · NEW YORK, NY 10017 | Investment Management | $48,161 |
LUMSDEN & MCCORMICK LLP7 years Service code 10 · EIN 16-0765486 369 FRANKLIN STREET · BUFFALO, NY 14202 | Accounting | $43,000 |
Filed as: GORLICK, KRAVITZ & LISTHAUS ATTYS Service code 29 · EIN 13-3790829 29 BROADWAY · NEW YORK, NY 10006 | Legal | $42,772 |
VICTORY2 years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 4900 TIEDEMAN ROAD · BROOKLYN, OH 44144 | Investment Management | $42,117 |
Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 PO BOX 894139 · LOS ANGELES, CA 90189 | Investment Management | $38,166 |
LSV ASSET MANAGEMENT8+ years Service code 28 · EIN 23-2772200 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $35,821 |
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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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 6.14% | 7.15%-1.0pp | 20.18%-14.0pp | 37.74%-31.6pp |
| Employer contribution / active EE | $12,823 | $13,270-3.4% | $29,108-55.9% | $15,788-18.8% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |