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| Provider | Service type | Compensation |
|---|---|---|
BLITMAN & KING2+ years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 443 N. FRANLIN ST. · SYRACUSE, NY 13204 | Legal | $88,933 |
THE SEGAL COMPANY2+ years Filed as: SEGAL ADVISORS, INC Service code 27 · EIN 13-2646110 333 W. 34TH ST. · NEW YORK, NY 10001 | Advisory (Plan) | $36,684 |
BENESYS, INC.2+ years Filed as: UNITED ACTUARIAL SERVICES, INC Service code 11 · EIN 35-2156428 11590 N. MERIDIAN, SUITE 610 · CARMEL, IN 46032 | Actuarial | $36,105 |
MCCULLOUGH, BERNICE2+ years Service code 30 · EIN 14-1512731 890 THIRD ST. · ALBANY, NY 12206 | Employee (plan) | $31,995 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 51 · EIN 22-1211670 8 CAMPUS DRIVE 4TH FLOOR · PARSIPPANY, NJ 07054 | Investment Mgmt Fees | $28,293 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 19 · EIN 41-6257133 160 LINDEN OAKS DRIVE · ROCHESTER, NY 14625 | Securities Custodian | $25,708 |
ALLMAN & ASSOCIATES2+ years Filed as: ALLMAN, BONNIE Service code 30 · EIN 14-1512731 890 THIRD ST. · ALBANY, NY 12206 | Employee (plan) | $18,879 |
LOOMIS SAYLES2+ years Service code 51 · EIN 20-8080381 P.O. BOX 219594 · KANSAS CITY, MO 641219594 | Investment Mgmt Fees | $18,152 |
MANNING & NAPIER2+ years Filed as: MANNING & NAPIER ADVISORS, LLC Service code 51 · EIN 45-3328488 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Investment Mgmt Fees | $15,315 |
SEI INVESTMENTS2+ years Filed as: SEI TRUST CO. Service code 51 · EIN 06-1271230 1 FREEEDOM VALLEY DRIVE · OAKS, PA 19456 | Investment Mgmt Fees | $14,299 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,091-100.0% | $184,886-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 4.5%-4.5pp |
| Annual return | 7.50% | 11.09%-3.6pp | 8.32%-0.8pp | 13.95%-6.4pp |
| Employer contribution / active EE | $17,753 | $10,980+61.7% | $30,793-42.3% | $16,598+7.0% |
| Participant deferral / active EE | $0 | $4,074-100.0% | $90-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,802-100.0% | $612-100.0% |