Filed November 11, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ALESCO ADVISORS1+ years Filed as: ALESCO ADVISORS, LLC Service code 21 · EIN 16-1579300 120 OFFICE PARK WAY · PITTSFORD, NY 14534 | Bank Trustee | $16,849 |
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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $62,124-100.0% | $219,333-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 40.7%-40.7pp | 42.3%-42.3pp | 15.7%-15.7pp |
| Annual return | -1.81% | -1.80%0pp | -2.01%+0.2pp | -7.14%+5.3pp |
| Employer contribution / active EE | $5,581 | $14,777-62.2% | $34,453-83.8% | $14,613-61.8% |
| Participant deferral / active EE | $0 | $11-100.0% | $34-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,779-100.0% | $5,362-100.0% | $1,191-100.0% |