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| Provider | Service type | Compensation |
|---|---|---|
Service code 29 · EIN 16-1284656 12 STEUBEN PARK · UTICA, NY 13501 | Legal | $764,878 |
HORIZON ACTUARIAL SERVICES, LLC7+ years Filed as: HORIZON ACTUARIAL Service code 11 · EIN 26-1370698 8601 GEORGIA AVENUE · SILVER SPRING, MD 20910 | Actuarial | $646,264 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN, LEWIS & BOCKIUS Service code 29 · EIN 23-0891050 PO BOX 8500 S-6050 · PHILADELPHIA, PA 19178 | Legal | $435,106 |
GROOM LAW GROUP7+ years Service code 29 · EIN 52-1219029 1701 PENNSYLVANIA AVE NW · WASHINGTON, DC 20006 | Legal | $268,223 |
MEKETA INVESTMENT GROUP7+ years Service code 27 · EIN 04-2659023 100 LOWDER BROOK DRIVE · WESTWOOD, MA 02090 | Advisory (Plan) | $230,291 |
JEFFREY SLOCUM & ASSOCIATES7+ years Filed as: JEFFREY HELLER Service code 30 · EIN 16-6063585 151 NORTHERN CONCOURSE · SYRACUSE, NY 13221 | Employee (plan); Direct payment from ... | $214,157 |
BLITMAN & KING7+ years Service code 29 · EIN 16-1047304 443 NORTH FRANKLIN STREET · SYRACUSE, NY 13204 | Legal | $189,358 |
FIDUCIARY COUNSELORS INC.7+ years Filed as: FIDUCIARY COUNSELORS, INC Service code 27 · EIN 22-3709903 700 12TH STREET NW · WASHINGTON, DC 20005 | Advisory (Plan) | $180,592 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON MANAGEMENT Service code 50 · EIN 04-5275549 280 CONGRESS STREET · BOSTON, MA 02210 | Direct Payment | $166,765 |
STATE STREET GLOBAL ADVISORS2 years Service code 18 · EIN 81-4017137 200 NEWPORT AVENUE · QUINCY, MA 02171 | Investment management fees paid direc... | $159,335 |
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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 | $490,804-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 0.0%0pp |
| Annual return | 16.15% | 19.39%-3.2pp | 14.84%+1.3pp | 19.39%-3.2pp |
| Employer contribution / active EE | $17,842 | $8,446+111.2% | $37,950-53.0% | $8,446+111.2% |
| Participant deferral / active EE | $0 | $353-100.0% | $127-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $1-100.0% | - |