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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JP MORGAN CHASE Service code 28 · EIN 13-4994650 270 PARK AVE · NEW YORK, NY 10017 | Investment Management | $36,856 |
BUFFALO LABORERS WELFARE FUND7+ years Service code 10 · EIN 16-0806902 25 TYROL DRIVE · CHEEKTOWAGA, NY 14227 | Accounting | $33,934 |
PROSKAUER ROSE LLP7+ years Service code 29 · EIN 13-1840454 ELEVEN TIMES SQUIRE · NEW YORK, NY 14227 | Legal | $31,319 |
Filed as: JOSEPH MCCARTHY AND ASSOCIATES Service code 10 · EIN 16-1125088 7738 OSWEGO ROAD · LIVERPOOL, NY 13090 | Accounting | $15,608 |
Filed as: GORLICK KRAVITZ LISHAUS ATTORNEYS Service code 29 · EIN 13-3790829 29 BROADWAY · NEW YORK, NY 10006 | Legal | $12,411 |
LUMSDEN & MCCORMICK LLP7+ years Filed as: LUMSDEN AND MCCORMICK LLP Service code 10 · EIN 16-0765486 369 FRANKLIN STREET · BUFFALO, NY 14202 | Accounting | $9,000 |
ANDCO CONSULTING1 year Service code 27 · EIN 59-3676225 531 W MORSE BLVD · WINTER PARK, FL 32789 | Advisory (Plan) | $8,500 |
JBM COMPUTER CONSULTANTS1 year Service code 15 · EIN 16-1173118 303 CAYUGA ROAD · BUFFALO, NY 14227 | Recordkeeping | $5,182 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,861 | $43,242-51.8% | $82,706-74.8% | $77,906-73.2% |
| Participation rate | 100.0% | 64.1%+35.9pp | 72.6%+27.4pp | 73.7%+26.3pp |
| Annual return | -10.26% | 2.40%-12.7pp | 701.76%-712.0pp | 12.16%-22.4pp |
| Employer contribution / active EE | $2,488 | $1,924+29.3% | $3,007-17.3% | $2,846-12.6% |
| Participant deferral / active EE | $0 | $3,069-100.0% | $4,394-100.0% | $4,805-100.0% |
| Admin fee / account holder | $141 | $102+37.4% | $5,329-97.4% | $133+6.2% |