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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER1 year Filed as: MANNING & NAPIER ADVISORS, INC. Service code 28 · EIN 16-0995736 | Investment Management | $105,266 |
Service code 17 180 NORTH LASALLE ST, SUITE 3500 · CHICAGO, IL 60601 | Pension Consulting | $99,916 |
CHERYL CRAGG3+ years Filed as: CHERYL CODY Service code 30 · EIN 16-6062418 | Employee (plan); Direct payment from ... | $55,620 |
HEIDI O'ROURKE1 year Service code 30 · EIN 16-6062418 | Direct payment from the plan; Employe... | $55,620 |
TERRY CLARK1 year Service code 30 · EIN 16-6062418 | Employee (plan); Direct payment from ... | $55,620 |
NBT BANCORP NA3+ years Filed as: NBT BANK Service code 21 52 SOUTH BROAD ST · NORWICH, NY 13815 | Bank Trustee | $52,483 |
O'SULLIVAN ASSOCIATES3+ years Filed as: O'SULLIVAN ASSOCIATES, INC. Service code 11 1236 BRACE RD, UNIT E · CHERRY HILL, NJ 08034 | Actuarial | $33,463 |
DAVID ROMANO3+ years Filed as: DAVID A. KLINE Service code 29 137 BARTON RD · PENNELLVILLE, NY 13132 | Legal | $23,956 |
BONADIO & CO., LLP1 year Service code 10 · EIN 16-1131146 | Accounting | $18,225 |
ENNIS HARGADON, LLC1 year Filed as: ENNIS HARGADON Service code 10 340 NORTH AVENUE, 3RD FLOOR · CRANFORD, NJ 07016 | Accounting | $9,250 |
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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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 13.08% | 11.78%+1.3pp | 8.32%+4.8pp | 23.90%-10.8pp |
| Employer contribution / active EE | $9,910 | $11,309-12.4% | $30,793-67.8% | $16,539-40.1% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |