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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310844 TWO JERICO PLAZA · JERICHO, NY 11753 | Securities Custodian | $101,754 |
BLITMAN & KING10+ years Service code 22 · EIN 16-1047304 443 NORTH FRANKLIN STREET · SYRACUSE, NY 13204 | Insurance Broker | $42,473 |
OSULLIVAN ASSOCIATES INC.10+ years Filed as: OSULLIVAN ASSOCIATES INC Service code 11 · EIN 20-8199367 1236 BRACE ROAD, UNIT E · CHERRY HILL, NJ 08034 | Actuarial | $28,270 |
NUVEEN10+ years Filed as: NWQ INVESTMENT MANAGEMENT COMPANY Service code 28 · EIN 04-3161875 2049 CENTURY PARK EAST, SUITE 1600 · LOS ANGELES, CA 90067 | Investment Management | $27,148 |
D'ARCANGELO & CO., LLP10+ years Filed as: DARCANGELO & CO., LLP Service code 10 · EIN 13-2550103 120 LOMOND COURT · UTICA, NY 13502 | Accounting | $20,840 |
Service code 10 · EIN 16-1120588 7644 ROUTE 31 WEST · BALDWINSVILLE, NY 13027 | Accounting | $16,178 |
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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 | $33,520-100.0% | $201,416-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 2.1%-2.1pp |
| Annual return | 93.63% | 11.01%+82.6pp | 8.10%+85.5pp | 7.65%+86.0pp |
| Employer contribution / active EE | $14,832 | $13,413+10.6% | $28,649-48.2% | $20,582-27.9% |
| Participant deferral / active EE | $0 | $0 | $10-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $60,136-100.0% | $193-100.0% |