Filed December 9, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TOMPKINS TRUST COMPANY1+ years Service code 21 · EIN 15-0470650 | Bank Trustee | $71,368 |
MERGANSER CAPITAL MANAGEMENT1+ years Filed as: MERGANSER CAPITAL MANAGEMENT LP Service code 28 · EIN 04-3481611 | Investment Management | $56,378 |
AB FUNDS1+ years Filed as: ALLIANCE BERNSTEIN LP Service code 28 · EIN 13-4064930 | Investment Management | $32,382 |
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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,096,330-100.0% | $219,333-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | -2.79% | 4.01%-6.8pp | -2.01%-0.8pp | 1.67%-4.5pp |
| Employer contribution / active EE | $4,880 | $6,352-23.2% | $34,453-85.8% | $10,506-53.5% |
| Participant deferral / active EE | $0 | $452-100.0% | $34-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $5,362-100.0% | $66,276-100.0% |