Filed November 27, 2019
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
MARK NARDELLA10+ years Filed as: MARK CAPONE Service code 30 25001 WATER STREET · WATERTOWN, NY 13601 | Employee (plan) | $130,859 |
MANNING & NAPIER10+ years Service code 28 · EIN 16-0995736 29 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Investment Management | $121,685 |
MELINDA CLEMENT10+ years Service code 30 25001 WATER STREET · WATERTOWN, NY 13601 | Employee (plan) | $89,315 |
GOLDMAN SACHS10+ years Filed as: SEIZERT CAPITAL PARTNERS LLC Service code 28 · EIN 38-3553488 185 OAKLAND AVENUE SU 100 · BIRMINGHAM, MI 48009 | Investment Management | $72,169 |
WEDGEWOOD PARTNERS INC10+ years Service code 28 · EIN 43-1468106 9909 CLAYTON RD · ST LOUIS, MO 63124 | Investment Management | $66,132 |
NATIONAL REAL ESTATE ADVISORS, LLC10+ years Filed as: NATIONAL REAL ESTATE ADVISORS LLC Service code 28 · EIN 26-3437991 900 7TH STREET NW · WASHINGTON, DC 20001 | Investment Management | $60,072 |
HIGHTOWER ADVISORS LLC10+ years Filed as: HIGHTOWER ADVISORS MORGIA GRP Service code 27 · EIN 36-4500709 151 MULLIN STREET · WATERTOWN, NY 13601 | Advisory (Plan) | $57,250 |
BOLTON PARTNERS, INC.10+ years Filed as: BOLTON PARTNERS NORTHEAST INC Service code 11 · EIN 27-3666661 2277 STATE HWY 33 SU 409 · TRENTON, NJ 08690 | Actuarial | $47,400 |
SHERI EDMUNDS10+ years Service code 30 25001 WATER STREET · WATERTOWN, NY 13601 | Employee (plan) | $38,949 |
C.S. MCKEE, L.P.8 years Filed as: C.S. MCKEE LP Service code 28 · EIN 25-1900687 ONE GATEWAY CENTRE · PITTSBURGH, PA 15222 | Investment Management | $38,183 |
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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 | $0 | $162,152-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 50.0%-50.0pp | 0.0%0pp |
| Annual return | 9.96% | 10.52%-0.6pp | 24.34%-14.4pp | 10.52%-0.6pp |
| Employer contribution / active EE | $15,328 | $15,140+1.2% | $37,144-58.7% | $15,140+1.2% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $249-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $884-100.0% | - |