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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER1+ years Service code 28 · EIN 16-0995736 290 WOODCLIFF DRIVE · FAIRPORT, NY 13204 | Investment Management | $48,579 |
HIGHTOWER ADVISORS LLC1+ years Filed as: HIGHTOWER ADVISORS MORGIA GROUP Service code 27 · EIN 36-4500709 151 MULLIN STREET · WATERTOWN, NY 13601 | Advisory (Plan) | $45,000 |
Filed as: NATIONAL REAL ESTATE ADVISORS LLC Service code 28 · EIN 26-3437991 990 SEVENTH ST NW SU 900 · WASHINGTON, DC 20001 | Investment Management | $38,564 |
C.S. MCKEE, L.P.1+ years Filed as: C.S. MCKEE LP Service code 28 · EIN 25-1900687 ONE GATEWAY CENTRE · PITTSBURGH, PA 15222 | Investment Management | $35,966 |
FEDERATED1+ years Filed as: FEDERATED CLOVER Service code 28 · EIN 51-0366757 400 MERIDAIN CENTRE · ROCHESTER, NY 14618 | Investment Management | $34,544 |
STACKEL & NAVARRA CPA PC1+ years Service code 10 · EIN 16-1215909 216 WASHINGTON ST SU 402 · WATERTOWN, NY 13601 | Accounting | $27,000 |
BLITMAN & KING1+ years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 443 NORTH FRANKLIN ST · SYRACUSE, NY 13204 | Legal | $18,477 |
COMMUNITY BANK, NA1+ years Filed as: COMMUNITY BANK NA Service code 19 · EIN 15-0436580 P.O. BOX 690 · OLEAN, NY 14760 | Securities Custodian | $14,531 |
GOLDMAN SACHS1+ years Filed as: SEIZERT CAPITAL LLP Service code 28 · EIN 38-3553488 185 OAKLAND AVENUE SU 100 · BIRMINGHAM, MI 48009 | Investment Management | $9,104 |
WEDGEWOOD PARTNERS INC1+ years Service code 28 · EIN 43-1468106 9909 CLAYTON ROAD · ST LOUIS, MO 63124 | Investment Management | $8,102 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $30,599-100.0% | $74,577-100.0% | $57,658-100.0% |
| Participation rate | 0.0% | 49.1%-49.1pp | 68.1%-68.1pp | 70.2%-70.2pp |
| Annual return | -1.50% | 14.24%-15.7pp | 20.47%-22.0pp | 5.13%-6.6pp |
| Employer contribution / active EE | $4,817 | $1,000+381.8% | $2,525+90.7% | $1,974+144.0% |
| Participant deferral / active EE | $0 | $1,805-100.0% | $3,458-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $98-100.0% | $4,138-100.0% | $95-100.0% |