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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES, INC Service code 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $67,321 |
NUVEEN2+ 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 | $33,097 |
BLITMAN & KING2+ years Service code 22 · EIN 16-1047304 443 NORTH FRANKLIN STREET · SYRACUSE, NY 13204 | Insurance Broker | $27,680 |
OSULLIVAN ASSOCIATES INC.2+ years Filed as: OSULLIVAN ASSOCIATES INC Service code 11 · EIN 20-8199367 1236 BRACE ROAD, UNIT E · CHERRY HILL, NJ 08034 | Actuarial | $25,050 |
D'ARCANGELO & CO., LLP2+ years Filed as: DARCANGELO & CO., LLP Service code 10 · EIN 13-2550103 120 LOMOND COURT · UTICA, NY 13502 | Accounting | $13,500 |
GLOBAL CURRENTS INVESTMENT MGMT2+ years Service code 28 · EIN 26-1482415 53 NORTH PARK AVE, SUITE 201 · ROCKVILLE CENTRE, NY 11570 | Investment Management | $5,899 |
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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 | $49,677-100.0% | $209,859-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 3.6%-3.6pp |
| Annual return | 4.67% | 2.79%+1.9pp | 4.16%+0.5pp | 11.88%-7.2pp |
| Employer contribution / active EE | $14,271 | $10,530+35.5% | $29,966-52.4% | $14,612-2.3% |
| Participant deferral / active EE | $0 | $5,826-100.0% | $145-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $13,952-100.0% | $637-100.0% |