Filed November 26, 2002
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 |
|---|---|---|
MANNING & NAPIER4+ years Service code 27 · EIN 16-0993736 200 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Advisory (Plan) | $49,561 |
USI CONSULTING GROUP4+ years Filed as: BURKE GROUP Service code 19 · EIN 80-0688755 80 LINDEN OAKS DRIVE · ROCHESTER, NY 14625 | Securities Custodian | $41,193 |
Filed as: FIDELITY Service code 19 · EIN 04-2647786 | Securities Custodian | $9,491 |
COURIER CAPITAL4+ years Service code 27 · EIN 06-0980554 976 DELAWARE AVENUE · BUFFALO, NY 14209 | Advisory (Plan) | $5,337 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $45,108-100.0% | $436,953-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 41.3%-41.3pp | 44.2%-44.2pp | 14.6%-14.6pp |
| Annual return | -2.20% | -2.89%+0.7pp | -102.04%+99.8pp | 10.56%-12.8pp |
| Employer contribution / active EE | $1,754 | $14,715-88.1% | $36,232-95.2% | $13,643-87.1% |
| Participant deferral / active EE | $0 | $46-100.0% | $47-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $2,952-100.0% | $12,721-100.0% | $3,354-100.0% |