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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY8 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 25 BRAINTREE HILL OFFICE PARK SUITE · BRAINTREE, MA 02184 | Advisory (Plan) | $97,346 |
BLITMAN & KING3 years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 16 W. MAIN ST. 500 · ROCHESTER, NY 14614 | Legal | $53,310 |
COWDEN ASSOCIATES, INC.7 years Filed as: COWDEN ASSOCIATES Service code 11 · EIN 25-1750131 444 LIBERTY AVE, SUITE 605 · PITTSBURGH, PA 15222 | Actuarial | $38,437 |
IBEW LOCAL 237 HEALTH & WELFARE FUN10+ years Service code 15 · EIN 16-0834222 6700 SCHULTZ STREET · NIAGARA FALLS, NY 14304 | Recordkeeping | $36,705 |
WILMINGTON TRUST5 years Service code 19 · EIN 16-1486454 ONE FOUNTAIN PLAZA 12TH FLOOR · BUFFALO, NY 14203 | Securities Custodian | $35,549 |
BONADIO & CO., LLP4 years Service code 10 · EIN 16-1131146 100 CORPORATE PKWY 200 · AMHERST, NY 14226 | Accounting | $20,670 |
ACRISURE1 year Filed as: ACRISURE MID-ATLANTIC PARTNERS LLC Service code 11 · EIN 26-3554565 1265 DRUMMERS LN FL 3 · WAYNE, PA 19087 | Actuarial | $13,161 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $201,416-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 2.1%-2.1pp |
| Annual return | 4.56% | 11.01%-6.5pp | 8.10%-3.5pp | 7.65%-3.1pp |
| Employer contribution / active EE | $22,697 | $13,413+69.2% | $28,649-20.8% | $20,582+10.3% |
| Participant deferral / active EE | $0 | $0 | $10-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $60,136-100.0% | $193-100.0% |