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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY7 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 25 BRAINTREE HILL OFFICE PARK SUITE · BRAINTREE, MA 02184 | Advisory (Plan) | $41,953 |
Service code 15 · EIN 16-0834222 6700 SCHULTZ ST · NIAGARA FALLS, NY 14304 | Recordkeeping | $34,917 |
BONADIO & CO., LLP3 years Service code 10 · EIN 16-1131146 100 CORPORATE PARKWAY 200 · AMHERST, NY 14226 | Accounting | $23,685 |
BLITMAN & KING2 years Filed as: BLITMAN & KING, LLP Service code 29 · EIN 16-1047304 16 W. MAIN ST. 500 · ROCHESTER, NY 14614 | Legal | $13,607 |
Service code 28 · EIN 22-2237421 900 7TH ST. NW SUITE 600 · WASHINGTON DC, DC 20001 | Investment Management | $9,288 |
WILMINGTON TRUST6 years Service code 28 · EIN 16-1486454 ONE FOUNTAIN PLZ 12TH FLOOR · BUFFALO, NY 14203 | Investment Management | $6,988 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,599 | $76,696-17.1% | $96,538-34.1% | $71,529-11.1% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 9.32% | 48.32%-39.0pp | 35.74%-26.4pp | 28.97%-19.7pp |
| Employer contribution / active EE | $4,282 | $3,032+41.2% | $3,740+14.5% | $2,590+65.3% |
| Participant deferral / active EE | $3,215 | $3,770-14.7% | $4,880-34.1% | $4,291-25.1% |
| Admin fee / account holder | $433 | $2,030-78.7% | $6,737-93.6% | $1,588-72.7% |