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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 16-0806902 25 TYROL DRIVE, SUITE 200 · CHEEKTOWAGA, NY 14227 | Accounting | $328,846 |
PROSKAUER ROSE LLP9+ years Service code 29 · EIN 13-1840454 ELEVEN TIMES SQUARE · NEW YORK, NY 10036 | Legal | $108,047 |
MARINER LLC1 year Filed as: MARINER WEALTH ADVISORS Service code 27 · EIN 59-3676225 531 W. MORSE BLVD, SUITE 200 · WINTER PARK, FL 32789 | Advisory (Plan) | $85,000 |
Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 PO BOX 117167 · ATLANTA, GA 303687167 | Actuarial | $73,036 |
LUMSDEN & MCCORMICK LLP9+ years Filed as: LUMSDEN & MCCORMICK, LLP Service code 10 · EIN 16-0765486 369 FRANKLIN STREET · BUFFALO, NY 14202 | Accounting | $50,000 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN INVESTMENT CO Service code 28 · EIN 26-1370698 270 PARK AVE, 7TH FLOOR · NEW YORK, NY 10017 | Investment Management | $46,182 |
Filed as: GORLICK, KRAVITZ & LISTHAUS ATTYS Service code 29 · EIN 13-3790829 29 BROADWAY, 20TH FLOOR · NEW YORK, NY 10006 | Legal | $42,637 |
LSV ASSET MANAGEMENT9+ years Service code 28 · EIN 23-2772200 155 NORTH WACKER DRIVE, 46TH FLOOR · CHICAGO, IL 60606 | Investment Management | $40,763 |
Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 PO BOX 894139 · LOS ANGELES, CA 90189 | Investment Management | $39,124 |
Filed as: JOSEPH MCCARTHY & ASSOCIATES Service code 10 · EIN 16-1120588 7738 OSWEGO ROAD · LIVERPOOL, NY 13090 | Accounting | $36,698 |
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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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 9.10% | 11.08%-2.0pp | 8.10%+1.0pp | 8.76%+0.3pp |
| Employer contribution / active EE | $13,264 | $13,910-4.6% | $28,665-53.7% | $16,650-20.3% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |