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| Provider | Service type | Compensation |
|---|---|---|
FEDERATED2+ years Filed as: FEDERATED CLOVER INVESTMENT Service code 27 · EIN 16-1263400 400 MERIDIAN CENTRE, SUITE 200 · ROCHESTER, NY 14616 | Advisory (Plan) | $83,257 |
HALLETT ASSOCIATES, INC.2+ years Service code 18 · EIN 25-1592340 2591 WEXFORD-BAYNE ROAD, SUITE 402 · SEWICKLEY, PA 15143 | Custodial (other than securities) | $15,930 |
Filed as: BUFFAMONTE, WHIPPLE, BUTTAFARA PC Service code 22 · EIN 16-1117932 201 WEST THIRD STREET, SUITE 300 · JAMESTOWN, NY 14701 | Insurance Broker | $10,200 |
MANNING & NAPIER1 year Filed as: MANNING AND NAPIER ADVISORS, INC. Service code 20 · EIN 16-0993736 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Trustee (individual) | $9,284 |
Service code 17 · EIN 16-0955285 801 MAIN STREET · BUFFALO, NY 14203 | Pension Consulting | $4,441 |
CREIGHTON, JOHNSEN & GIROUX2+ years Service code 29 · EIN 16-1158060 560 ELLICOTT SQUARE BUILDING · BUFFALO, NY 14203 | Legal | $3,721 |
BMO HARRIS BANK NA1 year Filed as: M AND T BANK Service code 18 · EIN 06-0538020 ONE M AND T PLAZA · BUFFALO, NY 14203 | Custodial (other than securities) | $0 |
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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| 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 | 9.65% | 12.23%-2.6pp | 10.36%-0.7pp | 13.95%-4.3pp |
| Employer contribution / active EE | $10,783 | $18,059-40.3% | $37,738-71.4% | $16,598-35.0% |
| 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% |