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| Provider | Service type | Compensation |
|---|---|---|
BLITMAN & KING2 years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 FRANKLIN CENTER, SUITE 300 · SYRACUSE, NY 132045412 | Legal | $61,186 |
Filed as: WELLTH ADVISORY SERVICES Service code 27 25434 PRAIRIEWOOD LANE · SHOREWOOD, CA 60404 | Advisory (Plan) | $31,456 |
USI CONSULTING GROUP4 years Service code 11 · EIN 06-1053228 6 PPG PLACE · PITTSBURGH, PA 15222 | Actuarial | $29,150 |
M&T INVESTMENT GROUP6 years Service code 27 285 DELAWARE AVE · BUFFALO, NY 14202 | Advisory (Plan) | $25,042 |
NOTTINGHAM ADVISORS6 years Service code 27 100 CORPORATE PKWY #338 · AMHERST, NY 14226 | Advisory (Plan) | $15,634 |
Filed as: BUFFAMANTE, WHIPPLE, BUTTAFARO PC Service code 10 · EIN 16-1117932 201 WEST THIRD STREET, SUITE 300 · JAMESTOWN, NY 14701 | Accounting | $12,165 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $36,224-100.0% | $362,190-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.5%-2.5pp | 20.3%-20.3pp | 2.5%-2.5pp |
| Annual return | 8.43% | 8.25%+0.2pp | 64.23%-55.8pp | 8.25%+0.2pp |
| Employer contribution / active EE | $16,867 | $18,668-9.6% | $31,311-46.1% | $18,668-9.6% |
| Participant deferral / active EE | $0 | $1,498-100.0% | $251-100.0% | $1,498-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $354,836-100.0% | $200-100.0% |