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| Provider | Service type | Compensation |
|---|---|---|
FEDERATED1 year Filed as: FEDERATED CLOVER Service code 27 · EIN 16-1263400 400 MERIDIAN CENTRE SUITE 200 · ROCHESTER, NY 14616 | Advisory (Plan) | $96,788 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC RETIREMENT PARTNERS Service code 27 · EIN 74-2794940 801 MAIN STREET · BUFFALO, NY 14203 | Advisory (Plan) | $24,000 |
FINDLEY1 year Service code 18 · EIN 25-1592340 2591 WEXFORD-BAYNE ROAD SUITE 402 · SEWICKLEY, PA 15143 | Custodial (other than securities) | $15,290 |
MANNING & NAPIER1 year Filed as: MANNING AND NAPIER Service code 17 · EIN 16-0993736 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Pension Consulting | $10,567 |
Filed as: BUFFAMANTE, WHIPPLE, BUTTAFARA PC Service code 22 · EIN 16-1117932 201 WEST THIRD STREET SUITE 300 · JAMESTOWN, NY 14701 | Insurance Broker | $10,200 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $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 | 6.47% | -1.53%+8.0pp | -2.18%+8.6pp | -0.69%+7.2pp |
| Employer contribution / active EE | $14,898 | $14,498+2.8% | $38,751-61.6% | $16,786-11.3% |
| 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% |