Filed November 27, 2019
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
MARK NARDELLA5+ years Filed as: MARK CAPONE Service code 14 25001 WATER STREET · WATERTOWN, NY 13601 | Plan Administrator | $102,086 |
MANNING & NAPIER5+ years Service code 28 · EIN 16-0995736 29 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Investment Management | $88,610 |
MELINDA CLEMENT5+ years Service code 30 25001 WATER STREET · WATERTOWN, NY 13601 | Employee (plan) | $73,096 |
HIGHTOWER ADVISORS LLC5+ 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 | $53,469 |
BOLTON PARTNERS, INC.5+ years Filed as: BOLTON PARTNERS NORTHEAST INC Service code 11 · EIN 27-3666661 2277 STATE HWY 33 SU 409 · TRENTON, NJ 08690 | Actuarial | $40,961 |
C.S. MCKEE, L.P.3 years Filed as: C.S. MCKEE LP Service code 28 · EIN 25-1900687 ONE GATEWAY CENTRE · PITTSBURGH, PA 15222 | Investment Management | $37,038 |
STACKEL & NAVARRA CPA PC5+ years Service code 10 · EIN 16-1215909 216 WASHINGTON ST SU 402 · WATERTOWN, NY 13601 | Accounting | $36,520 |
GOLDMAN SACHS5+ years Filed as: SEIZERT CAPITAL PARTNERS LLC Service code 28 · EIN 38-3553488 185 OAKLAND AVENUE SU 100 · BIRMINGHAM, MI 48009 | Investment Management | $35,555 |
WEDGEWOOD PARTNERS INC5+ years Service code 28 · EIN 43-1468106 9909 CLAYTON RD · ST LOUIS, MO 63124 | Investment Management | $34,645 |
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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 | $2,822,362-100.0% | $229,060-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.6%-0.6pp | 27.3%-27.3pp | 0.6%-0.6pp |
| Annual return | 7.21% | 11.45%-4.2pp | 7.48%-0.3pp | 11.45%-4.2pp |
| Employer contribution / active EE | $12,233 | $17,219-29.0% | $39,603-69.1% | $17,219-29.0% |
| Participant deferral / active EE | $0 | $357-100.0% | $172-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $1,197-100.0% | $15,480-100.0% |