Filed June 26, 2012 (most recent of 5 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
CORNERSTONE ADVISORS ASSET MGMT2+ years Filed as: CORNERSTONE ADVISORS, INC. Service code 27 · EIN 75-3204798 | Advisory (Plan) | $85,183 |
Filed as: CANANDAIGUA NATIONAL BANK Service code 19 · EIN 16-0373410 | Securities Custodian | $57,455 |
ALTA CAPITAL MANAGEMENT2+ years Filed as: ALTA CAPITAL MANAGEMENT, LLC Service code 28 · EIN 87-0542783 | Investment Management | $20,630 |
Service code 27 · EIN 80-0292839 | Advisory (Plan) | $11,325 |
Filed as: CONESTOGA CAPITAL ADVISORS Service code 27 · EIN 23-3072906 | Advisory (Plan) | $6,333 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $219,466-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 0.0%0pp |
| Annual return | 7.15% | 9.41%-2.3pp | 5.00%+2.2pp | 9.19%-2.0pp |
| Employer contribution / active EE | $2,799 | $8,353-66.5% | $35,918-92.2% | $12,608-77.8% |
| Participant deferral / active EE | $0 | $340-100.0% | $75-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,204-100.0% | $2,655,710-100.0% |