Filed November 27, 2019
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN LOVE Service code 14 25001 WATER STREET · WATERTOWN, NY 13601 | Plan Administrator | $150,578 |
MANNING & NAPIER2+ years Service code 27 · EIN 16-0995736 29 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Advisory (Plan) | $121,846 |
MARK NARDELLA2+ years Filed as: MARK CAPONE Service code 14 25001 WATER STREET · WATERTOWN, NY 13601 | Plan Administrator | $86,937 |
MELINDA CLEMENT2+ years Service code 30 25001 WATER STREET · WATERTOWN, NY 13601 | Employee (plan) | $66,248 |
HIGHTOWER ADVISORS LLC2+ years Filed as: HIGHTOWER ADVISORS MORGIA GRP Service code 27 · EIN 36-4500709 151 MULLIN STREET · WATERTOWN, NY 13601 | Advisory (Plan) | $54,000 |
Filed as: NATIONAL REAL ESTATE ADVISORS LLC Service code 27 · EIN 26-3437991 900 7TH STREET NW · WASHINGTON, DC 20001 | Advisory (Plan) | $40,388 |
BOLTON PARTNERS, INC.2+ years Filed as: BOLTON PARTNERS NORTHEAST INC Service code 11 · EIN 27-3666661 2277 STATE HWY 33 SU 409 · TRENTON, NJ 08690 | Actuarial | $39,118 |
GOLDMAN SACHS2+ years Filed as: SEIZERT CAPITAL PARTNERS LLC Service code 27 · EIN 38-3553488 185 OAKLAND AVENUE SU 100 · BIRMINGHAM, MI 48009 | Advisory (Plan) | $36,268 |
STACKEL & NAVARRA CPA PC2+ years Service code 10 · EIN 16-1215909 216 WASHINGTON ST SU 402 · WATERTOWN, NY 13601 | Accounting | $33,023 |
BLITMAN & KING2+ years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 443 NORTH FRANKLIN ST · SYRACUSE, NY 13204 | Legal | $28,509 |
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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 | $1,723,788-100.0% | $186,737-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 1.9%-1.9pp | 31.3%-31.3pp | 1.9%-1.9pp |
| Annual return | 10.67% | 23.90%-13.2pp | 7.90%+2.8pp | 23.90%-13.2pp |
| Employer contribution / active EE | $11,701 | $16,539-29.3% | $41,695-71.9% | $16,539-29.3% |
| Participant deferral / active EE | $0 | $350-100.0% | $47-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $811-100.0% | $18,975-100.0% |