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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $27,000 |
M&T INVESTMENT GROUP2 years Service code 27 285 DELAWARE AVE · BUFFALO, NY 14202 | Advisory (Plan) | $22,651 |
FINDLEY4 years Service code 11 · EIN 25-1592340 2591 WEXFORD BAYNE ROAD · SEWICKLEY, PA 15143 | Actuarial | $21,150 |
NOTTINGHAM ADVISORS2 years Service code 27 100 CORPORATE PKWY #338 · AMHERST, NY 14226 | Advisory (Plan) | $13,619 |
CREIGHTON, JOHNSEN & GIROUX6+ years Service code 29 · EIN 16-1158060 1103 DELAWARE AVENUE · BUFFALO, NY 14209 | Legal | $9,328 |
Filed as: BUFFAMANTE, WHIPPLE, BUTTAFARO PC Service code 10 · EIN 16-1117932 201 WEST THIRD STREET, SUITE 300 · JAMESTOWN, NY 14701 | Accounting | $7,010 |
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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 | $215,870-100.0% | $454,052-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 18.4%-18.4pp | 3.6%-3.6pp |
| Annual return | 24.48% | 11.11%+13.4pp | 8.95%+15.5pp | 11.84%+12.6pp |
| Employer contribution / active EE | $15,577 | $19,861-21.6% | $46,559-66.5% | $17,339-10.2% |
| Participant deferral / active EE | $0 | $1,543-100.0% | $131-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $354-100.0% | $19,831-100.0% | $409-100.0% |