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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $238,097 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $163,409 |
BISCEGLIE & DEMARCO, LLC3 years Service code 29 · EIN 20-4081729 | Legal | $136,709 |
O'SULLIVAN ASSOCIATES4+ years Service code 11 · EIN 20-8199367 | Actuarial | $82,030 |
SHAWN D. MEYERS4+ years Service code 30 · EIN 15-0612437 | Employee (plan) | $77,279 |
Service code 14 · EIN 16-6063585 151 NORTHERN CONCOURSE · SYRACUSE, NY 13212 | Plan Administrator | $74,304 |
Filed as: TEAL,BECKER & CHIARAMONTE CPAS PC Service code 10 · EIN 14-1624930 | Accounting | $42,750 |
Filed as: KARPUS INVESTMENT MANAGEMENT Service code 28 · EIN 16-1290558 | Investment Management | $42,083 |
BENESYS, INC.4+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS INC. Service code 15 · EIN 23-2182079 | Recordkeeping | $40,457 |
MANNING & NAPIER4+ years Service code 28 · EIN 16-0995736 | Investment Management | $37,826 |
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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 | $3,370,408-100.0% | $204,001-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.4%-9.4pp | 1.2%-1.2pp |
| Annual return | 3.11% | 21.31%-18.2pp | -100.31%+103.4pp | 53.27%-50.2pp |
| Employer contribution / active EE | $6,350 | $7,169-11.4% | $18,686-66.0% | $14,774-57.0% |
| Participant deferral / active EE | $0 | $116-100.0% | $77-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $1,604-100.0% | $13,289-100.0% |