Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-0834222 8803 NIAGARA FALLS BLVD · NIAGARA FALLS, NY 14304 | Recordkeeping | $56,889 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 17 · EIN 13-2646110 | Pension Consulting | $50,151 |
Service code 10 · EIN 16-1468002 45 BRYANT WOODS N · AMHERST, NY 14228 | Accounting | $22,050 |
LIPSITZ GREEN SCIME & CAMBRIA3+ years Filed as: LIPSITZ, GREEN, SCIME, AND CAMBRIA Service code 29 · EIN 16-0905097 | Legal | $12,678 |
SUMMIT FINANCIAL CORPORATION3+ years Filed as: SUMMIT ACTUARIAL SERVICES Service code 11 · EIN 20-3838633 | Actuarial | $5,000 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $76,391-100.0% | $411,917-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 3.4%-3.4pp | 16.2%-16.2pp | 4.5%-4.5pp |
| Annual return | 10.80% | 12.23%-1.4pp | 10.36%+0.4pp | 13.95%-3.1pp |
| Employer contribution / active EE | $17,538 | $18,059-2.9% | $37,738-53.5% | $16,598+5.7% |
| Participant deferral / active EE | $0 | $317-100.0% | $137-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $2-100.0% | $15,661-100.0% | $612-100.0% |