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 |
|---|---|---|
MANNING & NAPIER1+ years Filed as: MANNING & NAPIER ADVISORS, LLC Service code 17 290 WOODCLIFF DR · FAIRPORT, NY 14450 | Pension Consulting | $145,599 |
CHERYL CRAGG1+ years Filed as: CHERYL CODY Service code 30 5 PEARL STREET · CORTLAND, NY 13045 | Employee (plan); Direct payment from ... | $23,542 |
O'SULLIVAN ASSOCIATES1+ years Filed as: O'SULLIVAN ASSOCIATES, INC. Service code 11 1236 BRACE ROAD, UNIT E · CHERRY HILL, NJ 08034 | Actuarial | $18,931 |
DAVID ROMANO1+ years Filed as: DAVID A. KLINE Service code 29 137 BARTON ROAD · PENNELLVILLE, NY 13132 | Legal | $17,552 |
CDLM & COMPANY1+ years Service code 10 401 E. STATE STREET - SUITE 500 · ITHACA, NY 14850 | Accounting | $16,582 |
LAURIE HAND1+ years Filed as: LAURIE STEWART Service code 30 1824 EAST SHORE DRIVE · ITHACA, NY 14850 | Direct payment from the plan; Employe... | $15,830 |
NBT BANCORP NA1+ years Filed as: NBT BANK Service code 21 52 SOUTH BROAD STREET · NORWICH, NY 13815 | Bank Trustee | $13,703 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $211,396-100.0% | $115,244-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 4.3%-4.3pp |
| Annual return | -4.33% | -1.83%-2.5pp | -1.61%-2.7pp | 2.81%-7.1pp |
| Employer contribution / active EE | $9,585 | $9,208+4.1% | $30,840-68.9% | $16,358-41.4% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $3,433-100.0% | $1,639-100.0% |