Filed November 27, 2019
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
MARK NARDELLA4+ years Filed as: MARK CAPONE Service code 14 25001 WATER STREET · WATERTOWN, NY 13601 | Plan Administrator | $94,780 |
MANNING & NAPIER4+ years Service code 28 · EIN 16-0995736 29 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Investment Management | $87,065 |
MELINDA CLEMENT4+ years Service code 30 25001 WATER STREET · WATERTOWN, NY 13601 | Employee (plan) | $70,412 |
HIGHTOWER ADVISORS LLC4+ 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 28 · EIN 26-3437991 900 7TH STREET NW · WASHINGTON, DC 20001 | Investment Management | $51,727 |
BOLTON PARTNERS, INC.4+ years Filed as: BOLTON PARTNERS NORTHEAST INC Service code 11 · EIN 27-3666661 2277 STATE HWY 33 SU 409 · TRENTON, NJ 08690 | Actuarial | $41,077 |
GOLDMAN SACHS4+ years Filed as: SEIZERT CAPITAL PARTNERS LLC Service code 28 · EIN 38-3553488 185 OAKLAND AVENUE SU 100 · BIRMINGHAM, MI 48009 | Investment Management | $41,013 |
WEDGEWOOD PARTNERS INC4+ years Service code 28 · EIN 43-1468106 9909 CLAYTON RD · ST LOUIS, MO 63124 | Investment Management | $36,236 |
STACKEL & NAVARRA CPA PC4+ years Service code 10 · EIN 16-1215909 216 WASHINGTON ST SU 402 · WATERTOWN, NY 13601 | Accounting | $34,824 |
C.S. MCKEE, L.P.2 years Filed as: C.S. MCKEE LP Service code 28 · EIN 25-1900687 ONE GATEWAY CENTRE · PITTSBURGH, PA 15222 | Investment Management | $29,521 |
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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 | $3,370,408-100.0% | $192,455-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 1.2%-1.2pp | 27.6%-27.6pp | 1.2%-1.2pp |
| Annual return | 4.97% | 53.27%-48.3pp | 50.81%-45.8pp | 53.27%-48.3pp |
| Employer contribution / active EE | $12,410 | $14,774-16.0% | $42,739-71.0% | $14,774-16.0% |
| Participant deferral / active EE | $0 | $1,259-100.0% | $90-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $2,268-100.0% | $13,289-100.0% |