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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $199,383 |
OSULLIVAN ASSOCIATES INC.2+ years Filed as: OSULLIVAN ASSOCIATES Service code 11 · EIN 22-1837827 | Actuarial | $25,500 |
SHEET METAL WORKERS LOCAL 1122+ years Service code 15 · EIN 16-0578131 | Recordkeeping | $20,087 |
SMW LOCAL 112 WELFARE FUND2+ years Service code 15 · EIN 16-6052225 | Recordkeeping | $14,137 |
MENGEL, METZGER, BARR & CO. LLP2+ years Service code 10 · EIN 16-1092347 | Accounting | $11,400 |
CHEMUNG CANAL TRUST COMPANY2+ years Service code 99 · EIN 16-0380815 | Other Fees | $6,148 |
JUDITH J GUSH1 year Service code 10 · EIN 47-2595681 | Accounting | $5,145 |
AB FUNDS1 year Filed as: ALLIANCE BERNSTEIN FUNDS Service code 15 · EIN 13-3191825 | Recordkeeping | $0 |
FEDERATED2+ years Filed as: FEDERATED FUNDS Service code 15 · EIN 25-1111467 | Recordkeeping | $0 |
FRANKLIN TEMPLETON2+ years Filed as: FRANKLIN TEMPLETON FUNDS Service code 15 · EIN 94-3167260 | Recordkeeping | $0 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $76,391-100.0% | $411,917-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 3.4%-3.4pp | 16.2%-16.2pp | 4.5%-4.5pp |
| Annual return | 7.98% | 12.23%-4.3pp | 10.36%-2.4pp | 13.95%-6.0pp |
| Employer contribution / active EE | $9,588 | $18,059-46.9% | $37,738-74.6% | $16,598-42.2% |
| Participant deferral / active EE | $0 | $317-100.0% | $137-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $2-100.0% | $15,661-100.0% | $612-100.0% |