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| Provider | Service type | Compensation |
|---|---|---|
BUFFALO LABORERS WELFARE FUND1+ years Service code 10 · EIN 16-0806902 25 TYROL DRIVE · CHEEKTOWAGA, NY 14227 | Accounting | $31,455 |
LUMSDEN & MCCORMICK LLP1+ years Filed as: LUMSDEN AND MCCORMICK LLP Service code 10 · EIN 16-0765486 THE CYCLORAMA BUILDING · BUFFALO, NY 14227 | Accounting | $25,254 |
PROSKAUER ROSE LLP1+ years Service code 29 ELEVEN TIMES SQUARE · NEW YORK, NY 10036 | Legal | $21,232 |
Filed as: GORLICK KRAVITZ AND LISTHAUS PC Service code 29 · EIN 13-3790829 17 STATE STREET · NEW YORK, NY 10004 | Legal | $15,164 |
THE BOGDAHN GROUP1+ years Service code 28 · EIN 59-3676225 4901 VINELAND ROAD · ORLANDO, FL 32811 | Investment Management | $10,000 |
JOSEPH W. MCCARTHY & ASSOCIATES1+ years Filed as: JOE MCCARTHY AND ASSOCIATES Service code 10 · EIN 16-1125088 7644 RT 31 WEST · BALDWINSVILLE, NY 13027 | Accounting | $5,342 |
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 | $13,317 | $34,495-61.4% | $78,676-83.1% | $63,975-79.2% |
| Participation rate | 100.0% | 60.8%+39.2pp | 73.6%+26.4pp | 71.1%+28.9pp |
| Annual return | -1.90% | 11.62%-13.5pp | 62.19%-64.1pp | 48.65%-50.6pp |
| Employer contribution / active EE | $1,551 | $1,398+10.9% | $2,850-45.6% | $2,182-28.9% |
| Participant deferral / active EE | $0 | $2,100-100.0% | $3,517-100.0% | $3,356-100.0% |
| Admin fee / account holder | $100 | $68+46.9% | $4,510-97.8% | $70+41.8% |