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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $123,512 |
Service code 15 · EIN 16-0834222 8803 NIAGARA FALLS BLVD · NIAGARA FALLS, NY 14304 | Recordkeeping | $36,056 |
MARCO CONSULTING GROUP1+ years Filed as: MARCO CONSULTING Service code 17 · EIN 36-3555078 | Pension Consulting | $30,000 |
SUMMIT FINANCIAL CORPORATION1+ years Filed as: SUMMIT ACTUARIAL SERVICES Service code 11 · EIN 20-3838633 | Actuarial | $15,000 |
TOSKI & CO., CPAS, P.C.1+ years Service code 10 · EIN 16-1170608 | Accounting | $12,750 |
MANNING & NAPIER1+ years Filed as: MANNING & NAPIER ADVISORS LLC Service code 27 · EIN 45-3328488 | Advisory (Plan) | $11,169 |
LIPSITZ GREEN SCIME & CAMBRIA1+ years Filed as: LIPSITZ, GREEN, SCIME, AND CAMBRIA Service code 29 · EIN 16-0905097 | Legal | $9,415 |
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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 | $211,396-100.0% | $846,462-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 4.3%-4.3pp |
| Annual return | -4.98% | -1.13%-3.9pp | -0.81%-4.2pp | 2.81%-7.8pp |
| Employer contribution / active EE | $15,240 | $14,981+1.7% | $38,425-60.3% | $16,358-6.8% |
| Participant deferral / active EE | $0 | $190-100.0% | $315-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $15,697-100.0% | $1,639-100.0% |