Filed November 27, 2019
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER1+ years Service code 28 · EIN 16-0995736 29 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Investment Management | $119,144 |
Filed as: JOHN LOVE Service code 15 25001 WATER STREET · WATERTOWN, NY 13601 | Recordkeeping | $108,421 |
MELINDA CLEMENT1+ years Service code 30 25001 WATER STREET · WATERTOWN, NY 13601 | Employee (plan) | $65,720 |
MARK NARDELLA1+ years Filed as: MARK CAPONE Service code 15 25001 WATER STREET · WATERTOWN, NY 13601 | Recordkeeping | $57,600 |
HIGHTOWER ADVISORS LLC1+ years Filed as: HIGHTOWER ADVISORS MORGIA GRP Service code 27 · EIN 36-4500709 151 MULLIN STREET · WATERTOWN, NY 13601 | Advisory (Plan) | $53,250 |
BOLTON PARTNERS, INC.1+ years Filed as: BOLTON PARTNERS NORTHEAST INC Service code 11 · EIN 27-3666661 2277 STATE HWY 33 SU 409 · TRENTON, NJ 08690 | Actuarial | $41,603 |
BLITMAN & KING1+ years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 443 NORTH FRANKLIN ST · SYRACUSE, NY 13204 | Legal | $37,127 |
STACKEL & NAVARRA CPA PC1+ years Service code 10 · EIN 16-1215909 216 WASHINGTON ST SU 402 · WATERTOWN, NY 13601 | Accounting | $29,294 |
Filed as: NATIONAL REAL ESTATE ADVISORS LLC Service code 28 · EIN 26-3437991 900 7TH STREET NW · WASHINGTON, DC 20001 | Investment Management | $29,247 |
SHERI EDMUNDS1+ years Service code 30 25001 WATER STREET · WATERTOWN, NY 13601 | Employee (plan) | $26,208 |
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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 | $35,636-100.0% | $176,816-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 39.2%-39.2pp | 1.8%-1.8pp |
| Annual return | -2.69% | 7.18%-9.9pp | 2.89%-5.6pp | 7.18%-9.9pp |
| Employer contribution / active EE | $10,699 | $13,095-18.3% | $39,831-73.1% | $13,095-18.3% |
| Participant deferral / active EE | $0 | $385-100.0% | $99-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $478-100.0% | $362-100.0% |