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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 |
USI CONSULTING GROUP1 year Service code 11 · EIN 06-1053228 6 PPG PLACE · PITTSBURGH, PA 15222 | Actuarial | $26,905 |
M&T INVESTMENT GROUP3 years Service code 27 285 DELAWARE AVE · BUFFALO, NY 14202 | Advisory (Plan) | $23,198 |
NOTTINGHAM ADVISORS3 years Service code 27 100 CORPORATE PKWY #338 · AMHERST, NY 14226 | Advisory (Plan) | $15,156 |
Filed as: BUFFAMANTE, WHIPPLE, BUTTAFARO PC Service code 10 · EIN 16-1117932 201 WEST THIRD STREET, SUITE 300 · JAMESTOWN, NY 14701 | Accounting | $10,665 |
CREIGHTON, JOHNSEN & GIROUX7+ years Service code 29 · EIN 16-1158060 1103 DELAWARE AVENUE · BUFFALO, NY 14209 | Legal | $6,148 |
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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 | $46,984-100.0% | $788,447-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 5.6%-5.6pp |
| Annual return | -12.49% | -0.56%-11.9pp | -3.21%-9.3pp | 39.77%-52.3pp |
| Employer contribution / active EE | $14,660 | $21,553-32.0% | $46,051-68.2% | $19,959-26.6% |
| Participant deferral / active EE | $0 | $308-100.0% | $31-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $46,258-100.0% | $62-100.0% |