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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) | $37,080 |
M&T INVESTMENT GROUP5 years Service code 27 285 DELAWARE AVE · BUFFALO, NY 14202 | Advisory (Plan) | $22,473 |
USI CONSULTING GROUP3 years Service code 11 · EIN 06-1053228 6 PPG PLACE · PITTSBURGH, PA 15222 | Actuarial | $20,310 |
NOTTINGHAM ADVISORS5 years Service code 27 100 CORPORATE PKWY #338 · AMHERST, NY 14226 | Advisory (Plan) | $14,828 |
Filed as: BUFFAMANTE, WHIPPLE, BUTTAFARO PC Service code 10 · EIN 16-1117932 201 WEST THIRD STREET, SUITE 300 · JAMESTOWN, NY 14701 | Accounting | $11,000 |
BLITMAN & KING1 year Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 FRANKLIN CENTER, SUITE 300 · SYRACUSE, NY 132045412 | Legal | $8,383 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $325,553-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 2.1%-2.1pp |
| Annual return | 11.41% | 8.17%+3.2pp | 9.14%+2.3pp | 7.66%+3.7pp |
| Employer contribution / active EE | $15,932 | $17,261-7.7% | $40,511-60.7% | $20,614-22.7% |
| Participant deferral / active EE | $0 | $776-100.0% | $42-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $17,411-100.0% | $193-100.0% |