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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 | $37,857 |
Filed as: BUFFALO LABORERS' WELFARE FUND Service code 10 · EIN 16-0806902 25 TYROL DRIVE, SUITE 200 · CHEEKTOWAGA, NY 14227 | Accounting | $32,664 |
PROSKAUER ROSE LLP3+ years Service code 29 · EIN 13-1840454 ELEVEN TIMES SQUARE · NEW YORK, NY 10036 | Legal | $13,378 |
JOSEPH W. MCCARTHY & ASSOCIATES3+ years Filed as: JOE MCCARTHY AND ASSOCIATES Service code 10 · EIN 16-1125088 7738 OSWEGO ROAD · LIVERPOOL, NY 13090 | Accounting | $11,553 |
LUMSDEN & MCCORMICK LLP1 year Service code 10 · EIN 16-0765486 369 FRANKLING STREET · BUFFALO, NY 14202 | Accounting | $11,147 |
ANDCO CONSULTING1 year Filed as: ANDCO CONSULTING CO Service code 28 · EIN 59-3676225 4901 VINELAND ROAD · ORLANDO, FL 32811 | Investment Management | $10,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,366 | $37,884-56.8% | $79,466-79.4% | $75,289-78.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 72.4%+27.6pp |
| Annual return | 2.43% | 1.06%+1.4pp | 718.28%-715.8pp | -0.04%+2.5pp |
| Employer contribution / active EE | $1,695 | $1,680+0.9% | $2,800-39.5% | $2,405-29.5% |
| Participant deferral / active EE | $0 | $2,569-100.0% | $3,704-100.0% | $3,739-100.0% |
| Admin fee / account holder | $108 | $77+40.6% | $5,104-97.9% | $102+5.2% |