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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 27 · EIN 20-8764829 1212 TROY SCHENECTADY ROAD · LATHAM, NY 12110 | Advisory (Plan) | $187,466 |
O'SULLIVAN ASSOCIATES10+ years Service code 11 · EIN 20-8199367 1236 BRACE ROAD UNIT E · CHERRY HILL, NJ 08034 | Actuarial | $28,750 |
D'ARCANGELO & CO., LLP9 years Service code 10 · EIN 13-2550103 120 LOMOND COURT · UTICA, NY 13502 | Accounting | $21,041 |
GOLDMAN SACHS5 years Filed as: CORBIN CAPITAL PARTNERS, L.P. Service code 27 · EIN 30-0299433 590 MADISON AVENUE 31ST FLOOR · NEW YORK, NY 10022 | Advisory (Plan) | $17,839 |
LSV ASSET MANAGEMENT4 years Filed as: HGK ASSET MANAGEMENT Service code 27 525 WASHINGTON BOULEVARD SUITE 2000 · JERSEY CITY, NJ 07310 | Advisory (Plan) | $14,924 |
CEP CONSULTANTS, INC5 years Service code 72 1373 VETERANS HIGHWAY, SUITE 10 · HAUPPAUGE, NY 11788 | Other investment fees and expenses | $9,500 |
LIPSITZ GREEN SCIME & CAMBRIA10+ years Filed as: LIPSITZ, GREEN, SCIME, CAMBRIA Service code 29 · EIN 16-0905097 42 DELAWARE AVENUE · BUFFALO, NY 14202 | Legal | $9,375 |
ULLICO3 years Filed as: UNION LABOR LIFE INSURANCE CO. Service code 28 · EIN 13-1423090 8403 COLEVILLE ROAD · SILVER SPRING, MD 20910 | Investment Management | $7,228 |
US REIF1 year Filed as: US REIF INTERCONTINENTAL Service code 28 · EIN 04-2895544 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Management | $5,095 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $36,224-100.0% | $141,811-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 2.7%-2.7pp |
| Annual return | 7.48% | 9.00%-1.5pp | 9.03%-1.5pp | 8.35%-0.9pp |
| Employer contribution / active EE | $12,588 | $14,409-12.6% | $26,284-52.1% | $17,935-29.8% |
| Participant deferral / active EE | $0 | $1,279-100.0% | $1-100.0% | $1,279-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $940-100.0% | $200-100.0% |