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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 13-5674085 | Investment Management | $64,113 |
BONADIO & CO., LLP5+ years Service code 10 · EIN 16-1131146 | Accounting | $27,835 |
Filed as: GALLAGHER BENEFIT SERVICES INC. Service code 11 · EIN 52-2200060 | Actuarial | $9,250 |
Service code 10 7738 OSWEGO ROAD · LIVERPOOL, NY 13090 | Accounting | $8,182 |
Service code 49 · EIN 16-6093637 | Other Services | $7,390 |
SCOTT DAVIGNON4 years Service code 50 · EIN 52-1210569 | Direct Payment | $5,500 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $21,551-100.0% | $165,322-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 39.2%-39.2pp | 32.5%-32.5pp | 13.5%-13.5pp |
| Annual return | 10.16% | 9.38%+0.8pp | 8.01%+2.1pp | 9.29%+0.9pp |
| Employer contribution / active EE | $16,035 | $9,605+67.0% | $29,475-45.6% | $15,168+5.7% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $294-100.0% | $637-100.0% | $2,037-100.0% |