Filed November 11, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ALESCO ADVISORS4+ years Filed as: ALESCO ADVISORS, LLC Service code 21 · EIN 16-1579300 120 OFFICE PARK WAY · PITTSFORD, NY 14534 | Bank Trustee | $20,280 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $45,108-100.0% | $436,953-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 41.3%-41.3pp | 44.2%-44.2pp | 14.6%-14.6pp |
| Annual return | -5.64% | -2.89%-2.7pp | -102.04%+96.4pp | 10.56%-16.2pp |
| Employer contribution / active EE | $7,742 | $14,715-47.4% | $36,232-78.6% | $13,643-43.3% |
| Participant deferral / active EE | $0 | $46-100.0% | $47-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $2,952-100.0% | $12,721-100.0% | $3,354-100.0% |