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| Provider | Service type | Compensation |
|---|---|---|
PIERCE, FENNER AND SMITH3+ years Filed as: PIERCE PARK GROUP Service code 28 · EIN 51-0311895 | Investment Management | $80,261 |
ASHLEY TILEBEIN3+ years Service code 14 · EIN 22-3163161 | Plan Administrator | $21,488 |
O'SULLIVAN ASSOCIATES3+ years Service code 11 · EIN 20-8199367 | Actuarial | $17,330 |
DAVID ROMANO3+ years Filed as: DAVID KLINE Service code 29 137 BARTON ROAD · PENNELLVILLE, NY 13132 | Legal | $13,050 |
INSERO & CO. CPAS, LLP2 years Service code 10 · EIN 47-5324570 | Accounting | $11,900 |
Filed as: ARCARA ZUCARELLI LENDA & ASSC. PC Service code 10 5214 MAIN STREET, SUITE 200 · WILLIAMSVILLE, NY 14221 | Accounting | $6,007 |
Filed as: LIPSITZ GREEN SCIME CAMBRIA LLP Service code 29 42 DELAWARE AVENUE · BUFFALO, NY 14202 | Legal | $5,438 |
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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 | $14,174-100.0% | $245,396-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 24.8%-24.8pp | 43.0%-43.0pp | 4.7%-4.7pp |
| Annual return | 6.05% | 1.05%+5.0pp | -752.26%+758.3pp | -0.69%+6.7pp |
| Employer contribution / active EE | $11,294 | $11,363-0.6% | $31,802-64.5% | $16,786-32.7% |
| Participant deferral / active EE | $0 | $18,319-100.0% | $47-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $0 | $1,223-100.0% | $124-100.0% |