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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GORLICK, KRAVITZ & LISTHAUS Service code 29 · EIN 13-3790829 29 BROADWAY · NEW YORK, NY 10006 | Legal | $53,493 |
Filed as: BUFFALO LABORERS' WELFARE FUND Service code 10 · EIN 16-0806902 25 TYROL DRIVE, SUITE 200 · CHEEKTOWAGA, NY 14227 | Accounting | $33,297 |
Filed as: JP MORGAN CHASE NA Service code 28 · EIN 13-4994650 270 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $31,308 |
PROSKAUER ROSE LLP5+ years Service code 29 · EIN 13-1840454 ELEVEN TIMES SQUARE · NEW YORK, NY 10036 | Legal | $15,654 |
LUMSDEN & MCCORMICK LLP3 years Service code 10 · EIN 16-0765486 369 FRANKLIN STREET · BUFFALO, NY 14202 | Accounting | $13,500 |
JOSEPH W. MCCARTHY & ASSOCIATES5+ years Filed as: JOE MCCARTHY AND ASSOCIATES Service code 10 · EIN 16-1125088 7738 OSWEGO ROAD · LIVERPOOL, NY 13090 | Accounting | $11,955 |
ANDCO CONSULTING3 years Filed as: ANDCO CONSULTING CO Service code 27 · EIN 59-3676225 531 W. MORSE BLVD · WINTER PARK, FL 32789 | Advisory (Plan) | $8,500 |
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 | $18,465 | $47,634-61.2% | $90,440-79.6% | $90,274-79.5% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.7%+27.3pp | 73.4%+26.6pp |
| Annual return | 1.33% | 19.61%-18.3pp | 1294.38%-1293.1pp | 53.97%-52.6pp |
| Employer contribution / active EE | $2,100 | $1,749+20.1% | $3,263-35.6% | $2,523-16.8% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $3,964-100.0% | $4,231-100.0% |
| Admin fee / account holder | $163 | $106+54.0% | $5,615-97.1% | $114+43.2% |