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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310844 TWO JERICO PLAZA · JERICHO, NY 11753 | Securities Custodian | $64,127 |
BLITMAN & KING8+ years Service code 22 · EIN 16-1047304 443 NORTH FRANKLIN STREET · SYRACUSE, NY 13204 | Insurance Broker | $33,168 |
OSULLIVAN ASSOCIATES INC.8+ years Filed as: OSULLIVAN ASSOCIATES INC Service code 11 · EIN 20-8199367 1236 BRACE ROAD, UNIT E · CHERRY HILL, NJ 08034 | Actuarial | $28,000 |
D'ARCANGELO & CO., LLP8+ years Filed as: DARCANGELO & CO., LLP Service code 10 · EIN 13-2550103 120 LOMOND COURT · UTICA, NY 13502 | Accounting | $20,830 |
NUVEEN8+ 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 | $9,565 |
Service code 10 · EIN 16-1120588 7644 ROUTE 31 WEST · BALDWINSVILLE, NY 13027 | Accounting | $6,880 |
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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 | $42,491-100.0% | $164,721-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 13.2%-13.2pp | 21.0%-21.0pp | 5.6%-5.6pp |
| Annual return | -12.16% | -6.78%-5.4pp | -5.85%-6.3pp | 39.77%-51.9pp |
| Employer contribution / active EE | $16,363 | $13,335+22.7% | $31,839-48.6% | $19,959-18.0% |
| Participant deferral / active EE | $0 | $1,175-100.0% | $2-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $1,000-100.0% | $62-100.0% |