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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 16-6063585 151 NORTHERN CONCOURSE · SYRACUSE, NY 13212 | Plan Administrator | $104,682 |
SHAWN D. MEYERS10+ years Service code 30 151 NORTHERN CONCOURSE, SUITE 3 · SYRACUSE, NY 13212 | Employee (plan) | $88,255 |
Filed as: INVESTMENT PERFORMANCE SERVICES, LL Service code 27 · EIN 58-2432390 | Advisory (Plan) | $80,000 |
O'SULLIVAN ASSOCIATES10+ years Service code 11 · EIN 20-8199367 | Actuarial | $66,350 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $62,626 |
JOSEPH W. MCCARTHY & ASSOCIATES10+ years Filed as: JOSEPH MCCARTHY & ASSOCIATES Service code 49 · EIN 16-1120588 | Other Services | $55,171 |
TEAL, BECKER & CHIARAMONTE CPAS PC10+ years Filed as: TEAL,BECKER & CHIARAMONTE CPAS PC Service code 10 · EIN 14-1624930 | Accounting | $47,500 |
WEDGE CAPITAL MANAGEMENT8 years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $41,881 |
BISCEGLIE & DEMARCO, LLC9 years Service code 29 · EIN 46-4100586 | Legal | $41,073 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JPMORGAN CHASE BANK Service code 24 · EIN 13-4994650 | Discretionary Trustee | $31,473 |
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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 | $0 | $280,286-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.1%-11.1pp | 0.0%0pp |
| Annual return | 7.71% | 10.20%-2.5pp | 3.16%+4.6pp | 10.20%-2.5pp |
| Employer contribution / active EE | $7,940 | $15,145-47.6% | $21,438-63.0% | $15,145-47.6% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $0 | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |