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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER3+ years Service code 27 · EIN 16-0995736 290 WOODCLIFF DRIVE · FAIRPORT, NY 13204 | Advisory (Plan) | $54,405 |
HIGHTOWER ADVISORS LLC3+ years Filed as: HIGHTOWER ADVISORS MORGIA GROUP Service code 27 · EIN 36-4500709 151 MULLIN STREET · WATERTOWN, NY 13601 | Advisory (Plan) | $48,000 |
C.S. MCKEE, L.P.3+ years Filed as: C.S. MCKEE LP Service code 27 · EIN 25-1900687 ONE GATEWAY CENTRE · PITTSBURGH, PA 15222 | Advisory (Plan) | $44,873 |
Filed as: NATIONAL REAL ESTATE ADVISORS LLC Service code 27 · EIN 26-3437991 990 SEVENTH ST NW SU 900 · WASHINGTON, DC 20001 | Advisory (Plan) | $41,648 |
GOLDMAN SACHS3+ years Filed as: SEIZERT CAPITAL LLP Service code 27 · EIN 38-3553488 185 OAKLAND AVENUE SU 100 · BIRMINGHAM, MI 48009 | Advisory (Plan) | $38,066 |
STACKEL & NAVARRA CPA PC3+ years Service code 10 · EIN 16-1215909 216 WASHINGTON ST SU 402 · WATERTOWN, NY 13601 | Accounting | $29,000 |
WEDGEWOOD PARTNERS INC3+ years Service code 27 · EIN 43-1468106 9909 CLAYTON ROAD · ST LOUIS, MO 63124 | Advisory (Plan) | $27,917 |
COMMUNITY BANK, NA3+ years Filed as: COMMUNITY BANK NA Service code 19 · EIN 15-0436580 P.O. BOX 690 · OLEAN, NY 14760 | Securities Custodian | $18,900 |
BLITMAN & KING3+ years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 443 NORTH FRANKLIN ST · SYRACUSE, NY 13204 | Legal | $18,780 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $44,473-100.0% | $76,518-100.0% | $55,725-100.0% |
| Participation rate | 0.0% | 51.0%-51.0pp | 68.0%-68.0pp | 70.9%-70.9pp |
| Annual return | 7.65% | -2.01%+9.7pp | -0.27%+7.9pp | 244.93%-237.3pp |
| Employer contribution / active EE | $6,070 | $1,101+451.2% | $2,647+129.3% | $2,078+192.1% |
| Participant deferral / active EE | $0 | $1,988-100.0% | $3,836-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $134-100.0% | $4,849-100.0% | $115-100.0% |