Filed November 27, 2019
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
C.S. MCKEE, L.P.1 year Filed as: C.S. MCKEE LP Service code 27 · EIN 25-1900687 ONE GATEWAY CENTRE · PITTSBURGH, PA 15222 | Advisory (Plan) | $131,852 |
MARK NARDELLA3+ years Filed as: MARK CAPONE Service code 14 25001 WATER STREET · WATERTOWN, NY 13601 | Plan Administrator | $92,305 |
MANNING & NAPIER3+ years Service code 27 · EIN 16-0995736 29 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Advisory (Plan) | $91,766 |
MELINDA CLEMENT3+ years Service code 30 25001 WATER STREET · WATERTOWN, NY 13601 | Employee (plan) | $68,532 |
HIGHTOWER ADVISORS LLC3+ 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) | $45,100 |
GOLDMAN SACHS3+ years Filed as: SEIZERT CAPITAL PARTNERS LLC Service code 27 · EIN 38-3553488 185 OAKLAND AVENUE SU 100 · BIRMINGHAM, MI 48009 | Advisory (Plan) | $44,045 |
BOLTON PARTNERS, INC.3+ years Filed as: BOLTON PARTNERS NORTHEAST INC Service code 11 · EIN 27-3666661 2277 STATE HWY 33 SU 409 · TRENTON, NJ 08690 | Actuarial | $40,582 |
STACKEL & NAVARRA CPA PC3+ years Service code 10 · EIN 16-1215909 216 WASHINGTON ST SU 402 · WATERTOWN, NY 13601 | Accounting | $34,682 |
WEDGEWOOD PARTNERS INC3+ years Service code 27 · EIN 43-1468106 9909 CLAYTON RD · ST LOUIS, MO 63124 | Advisory (Plan) | $33,999 |
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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 | $18,026,966-100.0% | $157,995-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 41.3%-41.3pp | 1.8%-1.8pp |
| Annual return | 6.17% | 0.19%+6.0pp | 83.75%-77.6pp | 0.19%+6.0pp |
| Employer contribution / active EE | $11,521 | $13,763-16.3% | $41,592-72.3% | $13,763-16.3% |
| Participant deferral / active EE | $0 | $804-100.0% | $77-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $678-100.0% | $426-100.0% |