Filed November 27, 2019
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
MARK NARDELLA7+ years Filed as: MARK CAPONE Service code 30 25001 WATER STREET · WATERTOWN, NY 13601 | Employee (plan) | $111,954 |
MANNING & NAPIER7+ years Service code 28 · EIN 16-0995736 29 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Investment Management | $107,930 |
MELINDA CLEMENT7+ years Service code 30 25001 WATER STREET · WATERTOWN, NY 13601 | Employee (plan) | $73,488 |
GOLDMAN SACHS7+ years Filed as: SEIZERT CAPITAL PARTNERS LLC Service code 28 · EIN 38-3553488 185 OAKLAND AVENUE SU 100 · BIRMINGHAM, MI 48009 | Investment Management | $62,606 |
Filed as: NATIONAL REAL ESTATE ADVISORS LLC Service code 28 · EIN 26-3437991 900 7TH STREET NW · WASHINGTON, DC 20001 | Investment Management | $59,756 |
WEDGEWOOD PARTNERS INC7+ years Service code 28 · EIN 43-1468106 9909 CLAYTON RD · ST LOUIS, MO 63124 | Investment Management | $54,436 |
HIGHTOWER ADVISORS LLC7+ years Filed as: HIGHTOWER ADVISORS MORGIA GRP Service code 27 · EIN 36-4500709 151 MULLIN STREET · WATERTOWN, NY 13601 | Advisory (Plan) | $54,000 |
BOLTON PARTNERS, INC.7+ years Filed as: BOLTON PARTNERS NORTHEAST INC Service code 11 · EIN 27-3666661 2277 STATE HWY 33 SU 409 · TRENTON, NJ 08690 | Actuarial | $46,625 |
BLITMAN & KING7+ years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 443 NORTH FRANKLIN ST · SYRACUSE, NY 13204 | Legal | $40,652 |
C.S. MCKEE, L.P.5 years Filed as: C.S. MCKEE LP Service code 28 · EIN 25-1900687 ONE GATEWAY CENTRE · PITTSBURGH, PA 15222 | Investment Management | $38,391 |
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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 | $164,233-100.0% | $104,068-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.6%-52.6pp | 0.0%0pp |
| Annual return | -7.86% | 2.77%-10.6pp | -10.12%+2.3pp | 2.77%-10.6pp |
| Employer contribution / active EE | $14,757 | $15,262-3.3% | $47,166-68.7% | $15,262-3.3% |
| Participant deferral / active EE | $0 | $691-100.0% | $492-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $4,025-100.0% | $1,015-100.0% |