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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER2+ years Filed as: MANNING & NAPIER ADVISORS, LLC Service code 17 290 WOODCLIFF DR · FAIRPORT, NY 14450 | Pension Consulting | $95,904 |
O'SULLIVAN ASSOCIATES2+ years Filed as: O'SULLIVAN ASSOCIATES, INC. Service code 11 1236 BRACE ROAD, UNIT E · CHERRY HILL, NJ 08034 | Actuarial | $24,900 |
CHERYL CRAGG2+ years Filed as: CHERYL CODY Service code 30 5 PEARL STREET · CORTLAND, NY 13045 | Direct payment from the plan; Employe... | $23,568 |
INSERO & CO. CPAS, LLP1 year Service code 10 · EIN 47-5324570 | Accounting | $18,315 |
LAURIE HAND2+ years Filed as: LAURIE STEWART Service code 30 1824 EAST SHORE DRIVE · ITHACA, NY 14850 | Employee (plan); Direct payment from ... | $18,132 |
DAVID ROMANO2+ years Filed as: DAVID A. KLINE Service code 29 137 BARTON ROAD · PENNELLVILLE, NY 13132 | Legal | $16,480 |
NBT BANCORP NA2+ years Filed as: NBT BANK Service code 21 52 SOUTH BROAD STREET · NORWICH, NY 13815 | Bank Trustee | $11,931 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 158.68% | 3.49%+155.2pp | 4.16%+154.5pp | 7.18%+151.5pp |
| Employer contribution / active EE | $4,008 | $11,083-63.8% | $29,966-86.6% | $13,095-69.4% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |