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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 11-3658445 | Securities Custodian | $262,434 |
OSULLIVAN ASSOCIATES INC.9+ years Filed as: OSULLIVAN ASSOCIATES Service code 11 · EIN 22-1837827 | Actuarial | $28,442 |
SHEET METAL WORKERS LOCAL 1129+ years Service code 15 · EIN 16-0578131 | Recordkeeping | $26,895 |
MENGEL, METZGER, BARR & CO. LLP9+ years Service code 10 · EIN 16-1092347 | Accounting | $21,900 |
SMW LOCAL 112 WELFARE FUND9+ years Service code 15 · EIN 16-6052225 | Recordkeeping | $20,844 |
CHEMUNG CANAL TRUST COMPANY9+ years Service code 15 · EIN 16-0380815 | Recordkeeping | $8,066 |
AMERICAN REALTY ADVISORS4 years Filed as: AMERICAN BEACON FUNDS Service code 15 · EIN 75-2401150 | Recordkeeping | $0 |
AMERICAN REALTY ADVISORS4 years Filed as: AMERICAN BEACON FUNDS 75-2401150 Service code 49 | Other Services | $0 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON FUNDS Service code 15 · EIN 04-3106135 | Recordkeeping | $0 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON FUNDS 04-3106135 Service code 49 | Other Services | $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 | $33,520-100.0% | $106,128-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 2.1%-2.1pp |
| Annual return | 18.98% | 9.45%+9.5pp | 5.16%+13.8pp | 7.65%+11.3pp |
| Employer contribution / active EE | $11,369 | $14,895-23.7% | $26,446-57.0% | $20,582-44.8% |
| Participant deferral / active EE | $0 | $632-100.0% | $78-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $16,625-100.0% | $193-100.0% |