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| Provider | Service type | Compensation |
|---|---|---|
CANANDAIGUA NATIONAL BANK & TRUST10+ years Service code 21 · EIN 16-0373410 | Bank Trustee | $4,673 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,759 | $60,454-88.8% | $81,844-91.7% | $74,459-90.9% |
| Participation rate | 63.8% | 63.0%+0.8pp | 72.4%-8.6pp | 67.2%-3.4pp |
| Annual return | 16.80% | 16.87%-0.1pp | 778.87%-762.1pp | 1369.70%-1352.9pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,324 | $3,398-61.0% | $4,323-69.4% | $4,350-69.6% |
| Admin fee / account holder | $22 | $1,490-98.5% | $7,355-99.7% | $1,945-98.9% |