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| Provider | Service type | Compensation |
|---|---|---|
Service code 29 · EIN 16-1284656 12 STEUBEN PARK · UTICA, NY 13501 | Legal | $774,835 |
HORIZON ACTUARIAL SERVICES, LLC6+ years Filed as: HORIZON ACTUARIAL Service code 11 · EIN 26-1370698 8601 GEORGIA AVENUE · SILVER SPRING, MD 20910 | Actuarial | $625,131 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN, LEWIS & BOCKIUS Service code 29 · EIN 23-0891050 PO BOX 8500 S-6050 · PHILADELPHIA, PA 19178 | Legal | $467,711 |
MEKETA INVESTMENT GROUP6+ years Service code 27 · EIN 04-2659023 100 LOWDER BROOK DRIVE · WESTWOOD, MA 02090 | Advisory (Plan) | $273,078 |
JEFFREY SLOCUM & ASSOCIATES6+ years Filed as: JEFFREY HELLER Service code 30 · EIN 16-6063585 151 NORTHERN CONCOURSE · SYRACUSE, NY 13221 | Employee (plan); Direct payment from ... | $211,593 |
FIDUCIARY COUNSELORS INC.6+ years Filed as: FIDUCIARY COUNSELORS, INC Service code 27 · EIN 22-3709903 700 12TH STREET NW · WASHINGTON, DC 20005 | Advisory (Plan) | $179,970 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-1867445 801 PENNSYLVANIA AVENUE · KANSAS CITY, MO 64105 | Securities Custodian | $174,277 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON MANAGEMENT Service code 50 · EIN 04-5275549 280 CONGRESS STREET · BOSTON, MA 02210 | Direct Payment | $162,147 |
BLITMAN & KING6+ years Service code 29 · EIN 16-1047304 443 NORTH FRANKLIN STREET · SYRACUSE, NY 13204 | Legal | $150,647 |
Service code 18 · EIN 81-4017137 200 NEWPORT AVENUE · QUINCY, MA 02171 | Custodial (securities); Custodial (ot... | $148,741 |
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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 | $353,945-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 0.0%0pp |
| Annual return | 11.64% | 5230.06%-5218.4pp | 10.57%+1.1pp | 5230.06%-5218.4pp |
| Employer contribution / active EE | $20,657 | $10,491+96.9% | $29,483-29.9% | $10,491+96.9% |
| Participant deferral / active EE | $0 | $460-100.0% | $150-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $2,009-100.0% | - |