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| Provider | Service type | Compensation |
|---|---|---|
OSULLIVAN ASSOCIATES INC.9+ years Filed as: OSULLIVAN ASSOCIATES INC Service code 11 · EIN 20-8199367 1236 BRACE ROAD, UNIT E · CHERRY HILL, NJ 08034 | Actuarial | $69,919 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310844 TWO JERICO PLAZA · JERICHO, NY 11753 | Securities Custodian | $58,095 |
BLITMAN & KING9+ years Service code 22 · EIN 16-1047304 443 NORTH FRANKLIN STREET · SYRACUSE, NY 13204 | Insurance Broker | $53,131 |
D'ARCANGELO & CO., LLP9+ years Filed as: DARCANGELO & CO., LLP Service code 10 · EIN 13-2550103 120 LOMOND COURT · UTICA, NY 13502 | Accounting | $21,400 |
NUVEEN9+ 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 | $10,211 |
Service code 10 · EIN 16-1120588 7644 ROUTE 31 WEST · BALDWINSVILLE, NY 13027 | Accounting | $9,430 |
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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 | $9,556,684-100.0% | $473,625-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.4%-2.4pp |
| Annual return | 8.98% | 146.80%-137.8pp | 20.18%-11.2pp | 22.81%-13.8pp |
| Employer contribution / active EE | $18,100 | $13,016+39.1% | $29,108-37.8% | $18,290-1.0% |
| Participant deferral / active EE | $0 | $0 | $6-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $2,262-100.0% | $85,222-100.0% |