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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 11-3658445 | Securities Custodian | $242,290 |
OSULLIVAN ASSOCIATES INC.10+ years Filed as: OSULLIVAN ASSOCIATES Service code 11 · EIN 22-1837827 | Actuarial | $30,788 |
MENGEL, METZGER, BARR & CO. LLP10+ years Service code 10 · EIN 16-1092347 | Accounting | $23,800 |
SMW LOCAL 112 WELFARE FUND10+ years Service code 15 · EIN 16-6052225 | Recordkeeping | $21,655 |
CHEMUNG CANAL TRUST COMPANY10+ years Service code 15 · EIN 16-0380815 | Recordkeeping | $13,781 |
SHEET METAL WORKERS LOCAL 11210+ years Service code 15 · EIN 16-0578131 | Recordkeeping | $11,332 |
JUDITH J GUSH9 years Service code 10 · EIN 47-2595681 | Accounting | $7,470 |
AMERICAN REALTY ADVISORS5 years Filed as: AMERICAN BEACON FUNDS Service code 15 · EIN 75-2401150 | Recordkeeping | $0 |
AMERICAN REALTY ADVISORS5 years Filed as: AMERICAN BEACON FUNDS 75-2401150 Service code 49 | Other Services | $0 |
THE BANK OF NEW YORK MELLON3 years Filed as: BNY MELLON FUNDS Service code 15 · EIN 04-3106135 | Recordkeeping | $0 |
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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 | $0 | $105,290-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 13.5%-13.5pp | 0.0%0pp |
| Annual return | 10.56% | 7.09%+3.5pp | 64.50%-53.9pp | 10.77%-0.2pp |
| Employer contribution / active EE | $11,609 | $8,768+32.4% | $23,990-51.6% | $15,292-24.1% |
| Participant deferral / active EE | $0 | $780-100.0% | $287-100.0% | $1,813-100.0% |
| Admin fee / account holder | $0 | $0 | $4,431-100.0% | - |