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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 20-8764829 | Securities Custodian | $275,851 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $91,594 |
Service code 14 · EIN 16-6063585 151 NORTHERN CONCOURSE · SYRACUSE, NY 13212 | Plan Administrator | $75,888 |
SHAWN D. MEYERS5+ years Service code 30 · EIN 15-0612437 | Employee (plan) | $73,214 |
O'SULLIVAN ASSOCIATES5+ years Service code 11 · EIN 20-8199367 | Actuarial | $63,775 |
Filed as: KARPUS INVESTMENT MANAGEMENT Service code 28 · EIN 16-1290558 | Investment Management | $49,405 |
Filed as: TEAL,BECKER & CHIARAMONTE CPAS PC Service code 10 · EIN 14-1624930 | Accounting | $42,750 |
BENESYS, INC.5+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS INC. Service code 99 · EIN 23-2182079 | Other Fees | $42,639 |
BISCEGLIE & DEMARCO, LLC4 years Service code 29 · EIN 46-4100586 | Legal | $39,773 |
MANNING & NAPIER5+ years Service code 28 · EIN 45-3328488 | Investment Management | $30,003 |
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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 | $8,161,284-100.0% | $2,066,441-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.0%-7.0pp | 0.6%-0.6pp |
| Annual return | 2.17% | 11.11%-8.9pp | 10.57%-8.4pp | 11.45%-9.3pp |
| Employer contribution / active EE | $7,846 | $4,670+68.0% | $18,335-57.2% | $17,219-54.4% |
| Participant deferral / active EE | $0 | $103-100.0% | $5-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $34,116-100.0% | $8,713-100.0% | $15,480-100.0% |