Filed November 11, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ALESCO ADVISORS2+ years Filed as: ALESCO ADVISORS, LLC Service code 21 · EIN 16-1579300 120 OFFICE PARK WAY · PITTSFORD, NY 14534 | Bank Trustee | $17,028 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $71,025-100.0% | $219,466-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 32.7%-32.7pp | 44.6%-44.6pp | 12.6%-12.6pp |
| Annual return | 9.61% | 4.87%+4.7pp | 5.00%+4.6pp | 4.56%+5.0pp |
| Employer contribution / active EE | $6,486 | $14,613-55.6% | $35,918-81.9% | $15,526-58.2% |
| Participant deferral / active EE | $0 | $54-100.0% | $75-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,874-100.0% | $13,204-100.0% | $1,711-100.0% |