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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 | $44,345 |
BUFFALO LABORERS WELFARE FUND4+ years Service code 10 · EIN 16-0806902 25 TYROL DRIVE · CHEEKTOWAGA, NY 14227 | Accounting | $32,176 |
PROSKAUER ROSE LLP4+ years Service code 29 · EIN 13-1840454 ELEVEN TIMES SQUARE · NEW YORK, NY 10036 | Legal | $29,234 |
LUMSDEN & MCCORMICK LLP2 years Service code 10 · EIN 16-0765486 369 FRANKLIN STREET · BUFFALO, NY 14202 | Accounting | $11,000 |
ANDCO CONSULTING2 years Filed as: ANDCO CONSULTING CO Service code 28 · EIN 59-3676225 4901 VINELAND ROAD · ORLANDO, FL 32811 | Investment Management | $9,250 |
JOSEPH W. MCCARTHY & ASSOCIATES4+ years Filed as: JOE MCCARTHY AND ASSOCIATES Service code 10 · EIN 16-1125088 7738 OSWEGO ROAD · LIVERPOOL, NY 13090 | Accounting | $8,182 |
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 | $18,388 | $44,794-58.9% | $90,300-79.6% | $77,775-76.4% |
| Participation rate | 100.0% | 66.6%+33.4pp | 73.3%+26.7pp | 73.2%+26.8pp |
| Annual return | 4.34% | 28.23%-23.9pp | 78.11%-73.8pp | 32.58%-28.2pp |
| Employer contribution / active EE | $2,243 | $1,809+24.0% | $2,854-21.4% | $2,504-10.4% |
| Participant deferral / active EE | $0 | $2,642-100.0% | $3,884-100.0% | $3,966-100.0% |
| Admin fee / account holder | $137 | $94+45.2% | $5,353-97.4% | $100+37.0% |