Filed November 27, 2019
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
MARK NARDELLA8+ years Filed as: MARK CAPONE Service code 30 25001 WATER STREET · WATERTOWN, NY 13601 | Employee (plan) | $114,590 |
MANNING & NAPIER8+ years Service code 28 · EIN 16-0995736 29 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Investment Management | $98,021 |
MELINDA CLEMENT8+ years Service code 30 25001 WATER STREET · WATERTOWN, NY 13601 | Employee (plan) | $77,801 |
Filed as: NATIONAL REAL ESTATE ADVISORS LLC Service code 28 · EIN 26-3437991 900 7TH STREET NW · WASHINGTON, DC 20001 | Investment Management | $72,313 |
HIGHTOWER ADVISORS LLC8+ years Filed as: HIGHTOWER ADVISORS MORGIA GRP Service code 27 · EIN 36-4500709 151 MULLIN STREET · WATERTOWN, NY 13601 | Advisory (Plan) | $56,700 |
GOLDMAN SACHS8+ years Filed as: SEIZERT CAPITAL PARTNERS LLC Service code 28 · EIN 38-3553488 185 OAKLAND AVENUE SU 100 · BIRMINGHAM, MI 48009 | Investment Management | $55,264 |
C.S. MCKEE, L.P.1 year Filed as: C.A. MCKEE LP Service code 28 · EIN 25-1900687 ONE GATEWAY CENTRE · PITTSBURGH, PA 15222 | Investment Management | $47,554 |
BOLTON PARTNERS, INC.8+ years Filed as: BOLTON PARTNERS NORTHEAST INC Service code 11 · EIN 27-3666661 2277 STATE HWY 33 SU 409 · TRENTON, NJ 08690 | Actuarial | $40,800 |
STACKEL & NAVARRA CPA PC8+ years Service code 10 · EIN 16-1215909 216 WASHINGTON ST SU 402 · WATERTOWN, NY 13601 | Accounting | $38,332 |
SHERI EDMUNDS8+ years Service code 30 25001 WATER STREET · WATERTOWN, NY 13601 | Employee (plan) | $36,893 |
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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 | $3,299,877-100.0% | $337,745-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 2.3%-2.3pp | 44.1%-44.1pp | 2.3%-2.3pp |
| Annual return | 3.99% | 37.74%-33.8pp | 9.57%-5.6pp | 37.74%-33.8pp |
| Employer contribution / active EE | $14,208 | $15,788-10.0% | $39,758-64.3% | $15,788-10.0% |
| Participant deferral / active EE | $0 | $732-100.0% | $45-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $352,588-100.0% | $9,287-100.0% |