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| Provider | Service type | Compensation |
|---|---|---|
Service code 29 · EIN 16-1284656 12 STEUBEN PARK · UTICA, NY 13501 | Legal | $1,120,492 |
HORIZON ACTUARIAL SERVICES, LLC8+ years Filed as: HORIZON ACTUARIAL Service code 11 · EIN 26-1370698 8601 GEORGIA AVENUE · SILVER SPRING, MD 20910 | Actuarial | $747,686 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN, LEWIS & BOCKIUS Service code 29 · EIN 23-0891050 PO BOX 8500 S-6050 · PHILADELPHIA, PA 19178 | Legal | $505,341 |
MEKETA INVESTMENT GROUP8+ years Service code 27 · EIN 04-2659023 100 LOWDER BROOK DRIVE · WESTWOOD, MA 02090 | Advisory (Plan) | $274,829 |
FIDUCIARY COUNSELORS INC.8+ years Filed as: FIDUCIARY COUNSELORS, INC Service code 27 · EIN 22-3709903 700 12TH STREET NW · WASHINGTON, DC 20005 | Advisory (Plan) | $273,547 |
JEFFREY SLOCUM & ASSOCIATES8+ years Filed as: JEFFREY HELLER Service code 30 · EIN 16-6063585 151 NORTHERN CONCOURSE · SYRACUSE, NY 13221 | Direct payment from the plan; Employe... | $225,801 |
STATE STREET GLOBAL ADVISORS8+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-1867445 801 PENNSYLVANIA AVENUE · KANSAS CITY, MO 64105 | Securities Custodian | $191,195 |
BLITMAN & KING8+ years Service code 29 · EIN 16-1047304 443 NORTH FRANKLIN STREET · SYRACUSE, NY 13204 | Legal | $178,047 |
GROOM LAW GROUP8+ years Service code 29 · EIN 52-1219029 1701 PENNSYLVANIA AVE NW · WASHINGTON, DC 20006 | Legal | $178,014 |
STATE STREET GLOBAL ADVISORS3 years Service code 18 · EIN 81-4017137 200 NEWPORT AVENUE · QUINCY, MA 02171 | Investment management fees paid direc... | $174,821 |
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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 | $1,469,698-100.0% | - | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 77.29% | 7.68%+69.6pp | 22.50%+54.8pp | 7.68%+69.6pp |
| Employer contribution / active EE | $17,159 | $9,142+87.7% | $33,849-49.3% | $9,142+87.7% |
| Participant deferral / active EE | $0 | $462-100.0% | $101-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | - | $19,323-100.0% |