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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $139,820 |
OSULLIVAN ASSOCIATES INC.1+ years Filed as: OSULLIVAN ASSOCIATES Service code 11 · EIN 22-1837827 | Actuarial | $26,565 |
SHEET METAL WORKERS LOCAL 1121+ years Service code 15 · EIN 16-0578131 | Recordkeeping | $19,592 |
SMW LOCAL 112 WELFARE FUND1+ years Service code 15 · EIN 16-6052225 | Recordkeeping | $13,701 |
MENGEL, METZGER, BARR & CO. LLP1+ years Service code 10 · EIN 16-1092347 | Accounting | $10,900 |
CHEMUNG CANAL TRUST COMPANY1+ years Service code 99 · EIN 16-0380815 | Other Fees | $5,796 |
EDWARD K HOFFMAN JR., CPA1+ years Service code 10 · EIN 16-1088129 | Accounting | $5,200 |
FEDERATED1+ years Filed as: FEDERATED FUNDS Service code 49 · EIN 25-1111467 | Other Services | $0 |
FRANKLIN TEMPLETON1+ years Filed as: FRANKLIN TEMPLETON FUNDS Service code 49 · EIN 94-3167260 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY ADVISORS FUNDS Service code 49 · EIN 36-3145972 | Other Services | $0 |
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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.
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 | $49,677-100.0% | $374,107-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 3.6%-3.6pp |
| Annual return | -0.46% | 5.80%-6.3pp | 4.74%-5.2pp | 11.88%-12.3pp |
| Employer contribution / active EE | $9,471 | $15,506-38.9% | $36,089-73.8% | $14,612-35.2% |
| Participant deferral / active EE | $0 | $206-100.0% | $59-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $10,677-100.0% | $637-100.0% |