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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 20-8764829 | Securities Custodian | $23,235 |
Service code 10 · EIN 14-1624930 | Accounting | $20,200 |
Filed as: KARPUS INVESTMENT MANAGEMENT Service code 51 · EIN 16-1290558 183 SULLYS TRAIL · PITTSFORD, NY 14534 | Investment Mgmt Fees | $19,267 |
BLITMAN & KING1 year Service code 29 · EIN 16-1047304 443 NORTH FRANKLIN STREET · SYRACUSE, NY 13204 | Legal | $14,406 |
MANNING & NAPIER1 year Filed as: MANNING & NAPIER ADVISORS, INC. Service code 28 · EIN 45-3328488 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Investment Management | $8,734 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,466 | $37,884-85.6% | $79,467-93.1% | $75,289-92.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 72.4%+27.6pp |
| Annual return | 1.99% | 1.06%+0.9pp | 718.30%-716.3pp | -0.04%+2.0pp |
| Employer contribution / active EE | $1,153 | $1,680-31.4% | $2,800-58.8% | $2,405-52.1% |
| Participant deferral / active EE | $0 | $2,569-100.0% | $3,704-100.0% | $3,739-100.0% |
| Admin fee / account holder | $103 | $77+34.7% | $5,104-98.0% | $102+0.8% |