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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GORLICK, KRAVITZ & LISTHAUS PC Service code 29 · EIN 13-3790829 17 STATE STREET · NEW YORK, NY 10004 | Legal | $32,461 |
BUFFALO LABORERS WELFARE FUND2+ years Service code 10 · EIN 16-0806902 25 TYROL DRIVE, SUITE 200 · CHEEKTOWAGA, NY 14227 | Accounting | $31,349 |
LUMSDEN & MCCORMICK LLP1 year Filed as: LUMSDEN AND MCCORMICK, LLP Service code 10 · EIN 16-0765486 THE CYCLORAMA BUILDING · BUFFALO, NY 14227 | Accounting | $16,182 |
PROSKAUER ROSE LLP2+ years Service code 29 · EIN 13-1840454 ELEVEN TIMES SQUARE · NEW YORK, NY 10036 | Legal | $12,769 |
ANDCO CONSULTING1 year Filed as: ANDCO CONSULTING CO. Service code 28 · EIN 59-3676225 4901 VINELAND ROAD · ORLANDO, FL 32811 | Investment Management | $10,000 |
JOSEPH W. MCCARTHY & ASSOCIATES2+ years Filed as: JOE MCCARTHY AND ASSOCIATES Service code 10 · EIN 16-1125088 7644 RT 31 WEST · BALDWINSVILLE, NY 13027 | Accounting | $5,204 |
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 | $15,354 | $41,256-62.8% | $86,582-82.3% | $77,958-80.3% |
| Participation rate | 100.0% | 63.0%+37.0pp | 73.5%+26.5pp | 71.6%+28.4pp |
| Annual return | 7.17% | 17.67%-10.5pp | 965.08%-957.9pp | 20.87%-13.7pp |
| Employer contribution / active EE | $1,567 | $1,613-2.8% | $2,839-44.8% | $2,310-32.2% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $3,609-100.0% | $3,537-100.0% |
| Admin fee / account holder | $99 | $71+40.5% | $4,904-98.0% | $97+2.1% |