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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 20-8764829 | Securities Custodian | $24,999 |
Service code 10 · EIN 14-1624930 | Accounting | $22,355 |
Filed as: KARPUS INVESTMENT MANAGEMENT Service code 51 · EIN 16-1290558 183 SULLYS TRAIL · PITTSFORD, NY 14534 | Investment Mgmt Fees | $18,035 |
BLITMAN & KING3 years Service code 29 · EIN 16-1047304 443 NORTH FRANKLIN STREET · SYRACUSE, NY 13204 | Legal | $12,141 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $5,542 | $47,634-88.4% | $90,461-93.9% | $90,274-93.9% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.7%+27.3pp | 73.4%+26.6pp |
| Annual return | -6.38% | 19.61%-26.0pp | 1294.76%-1301.1pp | 53.97%-60.4pp |
| Employer contribution / active EE | $924 | $1,749-47.2% | $3,264-71.7% | $2,523-63.4% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $3,964-100.0% | $4,231-100.0% |
| Admin fee / account holder | $86 | $106-19.1% | $5,617-98.5% | $114-24.8% |