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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER2+ years Service code 27 · EIN 16-0995736 290 WOODCLIFF DRIVE · FAIRPORT, NY 13204 | Advisory (Plan) | $55,251 |
HIGHTOWER ADVISORS LLC2+ years Filed as: HIGHTOWER ADVISORS MORGIA GROUP Service code 27 · EIN 36-4500709 151 MULLIN STREET · WATERTOWN, NY 13601 | Advisory (Plan) | $48,000 |
Filed as: NATIONAL REAL ESTATE ADVISORS LLC Service code 27 · EIN 26-3437991 990 SEVENTH ST NW SU 900 · WASHINGTON, DC 20001 | Advisory (Plan) | $39,859 |
C.S. MCKEE, L.P.2+ years Filed as: C.S. MCKEE LP Service code 27 · EIN 25-1900687 ONE GATEWAY CENTRE · PITTSBURGH, PA 15222 | Advisory (Plan) | $38,843 |
BLITMAN & KING2+ years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 443 NORTH FRANKLIN ST · SYRACUSE, NY 13204 | Legal | $35,908 |
GOLDMAN SACHS2+ years Filed as: SEIZERT CAPITAL LLP Service code 27 · EIN 38-3553488 185 OAKLAND AVENUE SU 100 · BIRMINGHAM, MI 48009 | Advisory (Plan) | $31,691 |
STACKEL & NAVARRA CPA PC2+ years Service code 10 · EIN 16-1215909 216 WASHINGTON ST SU 402 · WATERTOWN, NY 13601 | Accounting | $27,000 |
WEDGEWOOD PARTNERS INC2+ years Service code 27 · EIN 43-1468106 9909 CLAYTON ROAD · ST LOUIS, MO 63124 | Advisory (Plan) | $23,222 |
COMMUNITY BANK, NA2+ years Filed as: COMMUNITY BANK NA Service code 19 · EIN 15-0436580 P.O. BOX 690 · OLEAN, NY 14760 | Securities Custodian | $14,983 |
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 | $31,424-100.0% | $81,473-100.0% | $69,631-100.0% |
| Participation rate | 0.0% | 50.8%-50.8pp | 68.0%-68.0pp | 70.7%-70.7pp |
| Annual return | 10.52% | 22.44%-11.9pp | 38.78%-28.3pp | 27571.02%-27560.5pp |
| Employer contribution / active EE | $5,554 | $1,029+439.8% | $2,568+116.3% | $2,032+173.3% |
| Participant deferral / active EE | $0 | $1,838-100.0% | $3,537-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $103-100.0% | $4,561-100.0% | $110-100.0% |