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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY8 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 25 BRAINTREE HILL OFFICE PARK SUITE · BRAINTREE, MA 02184 | Advisory (Plan) | $60,007 |
BLITMAN & KING3 years Filed as: BLITMAN & KING, LLP Service code 29 · EIN 16-1047304 16 W. MAIN ST. 500 · ROCHESTER, NY 14614 | Legal | $28,718 |
IBEW LOCAL 237 HEALTH & WELFARE FUN10+ years Service code 15 · EIN 16-0834222 6700 SCHULTZ ST · NIAGARA FALLS, NY 14304 | Recordkeeping | $27,759 |
BONADIO & CO., LLP4 years Service code 10 · EIN 16-1131146 100 CORPORATE PARKWAY 200 · AMHERST, NY 14226 | Accounting | $19,995 |
WILMINGTON TRUST7 years Service code 28 · EIN 16-1486454 ONE FOUNTAIN PLZ 12TH FLOOR · BUFFALO, NY 14203 | Investment Management | $16,620 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,940 | $82,917-39.8% | $103,333-51.7% | $77,643-35.7% |
| Participation rate | 99.6% | 71.6%+28.1pp | 74.5%+25.1pp | 70.6%+29.1pp |
| Annual return | 7.96% | 19.13%-11.2pp | 24.88%-16.9pp | 31.24%-23.3pp |
| Employer contribution / active EE | $3,660 | $3,552+3.1% | $3,868-5.4% | $2,726+34.3% |
| Participant deferral / active EE | $2,006 | $4,108-51.2% | $5,057-60.3% | $4,647-56.8% |
| Admin fee / account holder | $440 | $638-31.0% | $8,355-94.7% | $430+2.3% |