Filed November 27, 2019
Total covered: 2 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MARK NARDELLA9+ years Filed as: MARK CAPONE Service code 30 25001 WATER STREET · WATERTOWN, NY 13601 | Employee (plan) | $121,113 |
MANNING & NAPIER9+ years Service code 28 · EIN 16-0995736 29 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Investment Management | $108,556 |
MELINDA CLEMENT9+ years Service code 30 25001 WATER STREET · WATERTOWN, NY 13601 | Employee (plan) | $82,305 |
Filed as: NATIONAL REAL ESTATE ADVISORS LLC Service code 28 · EIN 26-3437991 900 7TH STREET NW · WASHINGTON, DC 20001 | Investment Management | $65,975 |
GOLDMAN SACHS9+ years Filed as: SEIZERT CAPITAL PARTNERS LLC Service code 28 · EIN 38-3553488 185 OAKLAND AVENUE SU 100 · BIRMINGHAM, MI 48009 | Investment Management | $61,167 |
HIGHTOWER ADVISORS LLC9+ years Filed as: HIGHTOWER ADVISORS MORGIA GRP Service code 27 · EIN 36-4500709 151 MULLIN STREET · WATERTOWN, NY 13601 | Advisory (Plan) | $56,700 |
WEDGEWOOD PARTNERS INC9+ years Service code 28 · EIN 43-1468106 9909 CLAYTON RD · ST LOUIS, MO 63124 | Investment Management | $54,752 |
SHERI EDMUNDS9+ years Service code 30 25001 WATER STREET · WATERTOWN, NY 13601 | Employee (plan) | $39,533 |
C.S. MCKEE, L.P.7 years Filed as: C.S. MCKEE LP Service code 28 · EIN 25-1900687 ONE GATEWAY CENTRE · PITTSBURGH, PA 15222 | Investment Management | $36,368 |
COMMUNITY BANK, NA9+ years Filed as: COMMUNITY BANK NA Service code 19 · EIN 15-0436580 PO BOX 690 · OLEAN, NY 14760 | Securities Custodian | $30,894 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Plan reported the discovery of a loss from fraud or dishonesty.
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 | $0 | $290,873-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 0.0%0pp |
| Annual return | 10.86% | 8.76%+2.1pp | 7.19%+3.7pp | 8.76%+2.1pp |
| Employer contribution / active EE | $14,143 | $16,650-15.1% | $35,860-60.6% | $16,650-15.1% |
| Participant deferral / active EE | $0 | $948-100.0% | $162-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $1,724-100.0% | - |