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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) | $36,000 |
M&T INVESTMENT GROUP4 years Service code 27 285 DELAWARE AVE · BUFFALO, NY 14202 | Advisory (Plan) | $19,126 |
USI CONSULTING GROUP2 years Service code 11 · EIN 06-1053228 6 PPG PLACE · PITTSBURGH, PA 15222 | Actuarial | $15,980 |
NOTTINGHAM ADVISORS4 years Service code 27 100 CORPORATE PKWY #338 · AMHERST, NY 14226 | Advisory (Plan) | $14,606 |
Filed as: BUFFAMANTE, WHIPPLE, BUTTAFARO PC Service code 10 · EIN 16-1117932 201 WEST THIRD STREET, SUITE 300 · JAMESTOWN, NY 14701 | Accounting | $10,500 |
CREIGHTON, JOHNSEN & GIROUX8+ years Service code 29 · EIN 16-1158060 1103 DELAWARE AVENUE · BUFFALO, NY 14209 | Legal | $1,856 |
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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 | $9,556,684-100.0% | $473,625-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.4%-2.4pp |
| Annual return | 6.69% | 146.80%-140.1pp | 20.18%-13.5pp | 22.81%-16.1pp |
| Employer contribution / active EE | $14,188 | $13,016+9.0% | $29,108-51.3% | $18,290-22.4% |
| Participant deferral / active EE | $0 | $0 | $6-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $2,262-100.0% | $85,222-100.0% |