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| Provider | Service type | Compensation |
|---|---|---|
COWDEN ASSOCIATES, INC.1 year Filed as: COWDEN ASSOCIATES Service code 11 · EIN 25-1750131 | Actuarial | $286,591 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 17 · EIN 13-2646110 | Pension Consulting | $48,264 |
Service code 15 · EIN 16-0834222 8803 NIAGARA FALLS BLVD · NIAGARA FALLS, NY 14304 | Recordkeeping | $34,111 |
LIPSITZ GREEN SCIME & CAMBRIA4+ years Filed as: LIPSITZ, GREEN, SCIME, AND CAMBRIA Service code 10 · EIN 16-0905097 | Accounting | $24,442 |
Service code 10 · EIN 16-1468002 45 BRYANT WOODS N · AMHERST, NY 14228 | Accounting | $16,000 |
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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 | $88,507-100.0% | $379,314-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 3.1%-3.1pp | 17.4%-17.4pp | 4.7%-4.7pp |
| Annual return | -6.42% | -1.53%-4.9pp | -2.18%-4.2pp | -0.69%-5.7pp |
| Employer contribution / active EE | $19,335 | $14,498+33.4% | $38,751-50.1% | $16,786+15.2% |
| Participant deferral / active EE | $0 | $305-100.0% | $151-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $264-100.0% | $4,180-100.0% | $124-100.0% |