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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $83,122 |
Service code 15 · EIN 16-0834222 8803 NIAGARA FALLS BLVD · NIAGARA FALLS, NY 14304 | Recordkeeping | $28,342 |
MARCO CONSULTING GROUP2+ years Filed as: MARCO CONSULTING Service code 17 · EIN 36-3555078 | Pension Consulting | $26,000 |
MANNING & NAPIER2+ years Filed as: MANNING & NAPIER ADVISORS LLC Service code 27 · EIN 45-3328488 | Advisory (Plan) | $19,430 |
SUMMIT FINANCIAL CORPORATION2+ years Filed as: SUMMIT ACTUARIAL SERVICES Service code 11 · EIN 20-3838633 | Actuarial | $11,250 |
LIPSITZ GREEN SCIME & CAMBRIA2+ years Filed as: LIPSITZ, GREEN, SCIME, AND CAMBRIA Service code 29 · EIN 16-0905097 | Legal | $8,155 |
Service code 10 · EIN 16-1468002 45 BRYANT WOODS N · AMHERST, NY 14228 | Accounting | $6,650 |
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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 | $49,677-100.0% | $374,107-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 3.6%-3.6pp |
| Annual return | 6.94% | 5.80%+1.1pp | 4.74%+2.2pp | 11.88%-4.9pp |
| Employer contribution / active EE | $18,229 | $15,506+17.6% | $36,089-49.5% | $14,612+24.7% |
| Participant deferral / active EE | $0 | $206-100.0% | $59-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $10,677-100.0% | $637-100.0% |