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| Provider | Service type | Compensation |
|---|---|---|
BLITMAN & KING8+ years Service code 29 · EIN 16-1047304 SUITE 300, 443 N FRANKLIN STREET · SYRACUSE, NY 13204 | Legal | $15,607 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310844 TWO JERICO PLAZA · JERICHO, NY 11753 | Securities Custodian | $12,066 |
D'ARCANGELO & CO., LLP8+ years Service code 10 · EIN 13-2550103 120 LOMOND COURT · UTICA, NY 13502 | Accounting | $11,400 |
Employer contribution per participant 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 | $4,056 | $76,774-94.7% | $112,249-96.4% | $77,906-94.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -11.53% | -10.25%-1.3pp | 27.48%-39.0pp | 12.16%-23.7pp |
| Employer contribution / active EE | $593 | $3,977-85.1% | $3,636-83.7% | $2,846-79.1% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $86 | $239-64.0% | $6,412-98.7% | $133-35.0% |