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 MGMT3+ years Filed as: CORNERSTONE ADVISORS, INC. Service code 27 · EIN 75-3204798 | Advisory (Plan) | $84,203 |
Filed as: CANANDAIGUA NATIONAL BANK Service code 19 · EIN 16-0373410 | Securities Custodian | $55,519 |
ALTA CAPITAL MANAGEMENT3+ years Filed as: ALTA CAPITAL MANAGEMENT, LLC Service code 28 · EIN 87-0542783 | Investment Management | $23,096 |
GREAT LAKES ADVISORS, LLC2 years Service code 27 · EIN 80-0292839 | Advisory (Plan) | $21,974 |
Filed as: CONESTOGA CAPITAL ADVISORS Service code 27 · EIN 23-3072906 | Advisory (Plan) | $7,662 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 12.92% | 26.60%-13.7pp | 10.16%+2.8pp | 17.84%-4.9pp |
| Employer contribution / active EE | $660 | $7,232-90.9% | $33,192-98.0% | $14,688-95.5% |
| Participant deferral / active EE | $0 | $539-100.0% | $66-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |