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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $238,743 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 20-8764829 | Recordkeeping | $216,192 |
SHAWN D. MEYERS7+ years Service code 30 151 NORTHERN CONCOURSE, SUITE 3 · SYRACUSE, NY 13212 | Employee (plan) | $78,170 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC-UMA Service code 27 · EIN 20-8764829 | Advisory (Plan) | $75,643 |
O'SULLIVAN ASSOCIATES7+ years Service code 11 · EIN 20-8199367 | Actuarial | $63,125 |
Service code 14 · EIN 16-6063585 151 NORTHERN CONCOURSE · SYRACUSE, NY 13212 | Plan Administrator | $55,956 |
Filed as: TEAL,BECKER & CHIARAMONTE CPAS PC Service code 10 · EIN 14-1624930 | Accounting | $47,500 |
BISCEGLIE & DEMARCO, LLC6 years Service code 29 · EIN 46-4100586 | Legal | $45,144 |
BENESYS, INC.7+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS INC. Service code 99 · EIN 23-2182079 | Other Fees | $44,369 |
Filed as: INVESTMENT PERFORMANCE SERVICES, LL Service code 27 · EIN 58-2432390 | Advisory (Plan) | $33,333 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $164,233-100.0% | $75,030-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.9%-5.9pp | 0.0%0pp |
| Annual return | -5.93% | 62.64%-68.6pp | -2.63%-3.3pp | 2.77%-8.7pp |
| Employer contribution / active EE | $6,726 | $9,627-30.1% | $29,813-77.4% | $15,262-55.9% |
| Participant deferral / active EE | $0 | $257-100.0% | $8-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $838-100.0% | $1,015-100.0% |