Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 29 · EIN 16-1284656 12 STEUBEN PARK · UTICA, NY 13501 | Legal | $927,616 |
HORIZON ACTUARIAL SERVICES, LLC9+ years Filed as: HORIZON ACTUARIAL Service code 11 · EIN 26-1370698 8601 GEORGIA AVENUE · SILVER SPRING, MD 20910 | Actuarial | $573,530 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN, LEWIS & BOCKIUS Service code 29 · EIN 23-0891050 PO BOX 8500 S-6050 · PHILADELPHIA, PA 19178 | Legal | $487,824 |
STATE STREET GLOBAL ADVISORS4 years Service code 18 · EIN 81-4017137 200 NEWPORT AVENUE · QUINCY, MA 02171 | Custodial (other than securities); Cu... | $285,692 |
MEKETA INVESTMENT GROUP9+ years Service code 27 · EIN 04-2659023 100 LOWDER BROOK DRIVE · WESTWOOD, MA 02090 | Advisory (Plan) | $255,304 |
JEFFREY SLOCUM & ASSOCIATES9+ years Filed as: JEFFREY HELLER Service code 30 · EIN 16-6063585 151 NORTHERN CONCOURSE · SYRACUSE, NY 13221 | Direct payment from the plan; Employe... | $231,032 |
FIDUCIARY COUNSELORS INC.9+ years Filed as: FIDUCIARY COUNSELORS, INC Service code 27 · EIN 22-3709903 700 12TH STREET NW · WASHINGTON, DC 20005 | Advisory (Plan) | $196,785 |
COHEN & STEERS1 year Filed as: COHEN, WEISS AND SIMON LLP Service code 29 · EIN 13-1592323 909 THIRD AVENUE, 12TH FLOOR · NEW YORK, NY 100224731 | Legal | $186,756 |
KENNETH RYAN9+ years Filed as: KENNETH STILWELL Service code 30 · EIN 16-6063585 151 NORTHERN CONCOURSE · SYRACUSE, NY 13221 | Employee (plan); Direct payment from ... | $147,278 |
DAWN BABUSKOW9+ years Filed as: DAWN MAY Service code 30 · EIN 16-6063585 151 NORTHERN CONCOURSE · SYRACUSE, NY 13221 | Employee (plan); Direct payment from ... | $122,273 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $0 | $7,193,366-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 0.0%0pp |
| Annual return | -2.86% | 33.11%-36.0pp | 78.62%-81.5pp | 33.11%-36.0pp |
| Employer contribution / active EE | $17,826 | $9,000+98.1% | $31,646-43.7% | $9,000+98.1% |
| Participant deferral / active EE | $0 | $680-100.0% | $101-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $75,389-100.0% | - |