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| Provider | Service type | Compensation |
|---|---|---|
BLITMAN & KING1+ years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 443 N. FRANLIN ST. · SYRACUSE, NY 13204 | Legal | $58,543 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 51 · EIN 22-1211670 8 CAMPUS DRIVE 4TH FLOOR · PARSIPPANY, NJ 07054 | Investment Mgmt Fees | $41,367 |
ALLMAN & ASSOCIATES1+ years Filed as: ALLMAN, BONNIE Service code 30 · EIN 14-1512731 890 THIRD ST. · ALBANY, NY 12206 | Employee (plan) | $36,867 |
BENESYS, INC.1+ years Filed as: UNITED ACTUARIAL SERVICES, INC Service code 11 · EIN 35-2156428 11590 N. MERIDIAN, SUITE 610 · CARMEL, IN 46032 | Actuarial | $33,920 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ADVISORS, INC Service code 27 · EIN 13-2646110 333 W. 34TH ST. · NEW YORK, NY 10001 | Advisory (Plan) | $32,500 |
MCCULLOUGH, BERNICE1+ years Service code 30 · EIN 14-1512731 890 THIRD ST. · ALBANY, NY 12206 | Employee (plan) | $25,899 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 19 · EIN 41-6257133 160 LINDEN OAKS DRIVE · ROCHESTER, NY 14625 | Securities Custodian | $24,599 |
LOOMIS SAYLES1+ years Service code 51 · EIN 20-8080381 P.O. BOX 219594 · KANSAS CITY, MO 641219594 | Investment Mgmt Fees | $20,260 |
SEI INVESTMENTS1+ years Filed as: SEI TRUST CO. Service code 51 · EIN 06-1271230 1 FREEEDOM VALLEY DRIVE · OAKS, PA 19456 | Investment Mgmt Fees | $13,414 |
Service code 10 5214 MAIN STREET SUITE 200 · WILLIAMSVILLE, NY 14221 | Accounting | $11,782 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 1.11% | 3.49%-2.4pp | 4.16%-3.0pp | 7.18%-6.1pp |
| Employer contribution / active EE | $18,532 | $11,083+67.2% | $29,966-38.2% | $13,095+41.5% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |