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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER1+ years Service code 28 · EIN 16-0995736 290 WOODCLIFF DR · FAIRPORT, NY 14450 | Investment Management | $97,083 |
BLITMAN & KING1+ years Service code 22 · EIN 16-1047304 443 N FRANKLIN STREET · SYRACUSE, NY 13204 | Insurance Broker | $60,358 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ADVISORS Service code 20 · EIN 13-2646110 333 WEST 34TH STREET · NEW YORK, NY 10001 | Trustee (individual) | $45,000 |
BOLTON PARTNERS, INC.1+ years Filed as: BOLTON PARTNERS NORTHEAST, INC. Service code 11 · EIN 22-3502478 2277 STATE HIGHWAY 33 · TRENTON, NJ 08690 | Actuarial | $33,066 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 18 · EIN 41-6257133 420 MONTGOMERY STREET · SAN FRANCISCO, CA 94163 | Custodial (other than securities) | $17,549 |
HAYLOR, FREYOR, & COON1+ years Filed as: HAYLOR, FREYER & COON Service code 23 · EIN 15-0547748 231 SALINA MEADOWS · SYRACUSE, NY 13221 | Insurance services | $16,927 |
D'ARCANGELO & CO., LLP1+ years Service code 10 · EIN 13-2550103 120 LOMOND COURT · UTICA, NY 13502 | Accounting | $15,800 |
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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 | $49,677-100.0% | $374,107-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 3.6%-3.6pp |
| Annual return | 6.63% | 5.80%+0.8pp | 4.74%+1.9pp | 11.88%-5.2pp |
| Employer contribution / active EE | $15,860 | $15,506+2.3% | $36,089-56.1% | $14,612+8.5% |
| Participant deferral / active EE | $0 | $206-100.0% | $59-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $10,677-100.0% | $637-100.0% |