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 MGMT4+ years Filed as: CORNERSTONE ADVISORS, INC. Service code 27 · EIN 75-3204798 | Advisory (Plan) | $87,555 |
Filed as: CANANDAIGUA NATIONAL BANK Service code 19 · EIN 16-0373410 | Securities Custodian | $51,773 |
ALTA CAPITAL MANAGEMENT4+ years Filed as: ALTA CAPITAL MANAGEMENT, LLC Service code 28 · EIN 87-0542783 | Investment Management | $19,499 |
GREAT LAKES ADVISORS, LLC3 years Service code 27 · EIN 80-0292839 | Advisory (Plan) | $18,378 |
Filed as: CONESTOGA CAPITAL ADVISORS Service code 27 · EIN 23-3072906 | Advisory (Plan) | $9,266 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $18,026,966-100.0% | $436,953-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 1.8%-1.8pp |
| Annual return | -6.15% | -2.48%-3.7pp | -102.04%+95.9pp | 0.19%-6.3pp |
| Employer contribution / active EE | $0 | $7,648-100.0% | $36,232-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $27-100.0% | $48-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $12,721-100.0% | $426-100.0% |