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| Provider | Service type | Compensation |
|---|---|---|
CNB WEALTH MANAGEMENT1 year Service code 26 1150-A PITTSFORD VICTOR RD · PITTSFORD, NY 14534 | Advisory (Participants) | $11,461 |
CNB WEALTH MANAGEMENT1 year Filed as: CNB WEALTH MANAGEMENT GROUP Service code 26 1221 PITTSFORD-VICTOR ROAD · PITTSFORD, NY 14534 | Advisory (Participants) | $10,591 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,730 | $42,548+16.9% | $74,551-33.3% | $56,289-11.7% |
| Participation rate | 36.0% | 60.5%-24.5pp | 69.1%-33.1pp | 69.9%-33.9pp |
| Annual return | -4.02% | 12.40%-16.4pp | 32.53%-36.6pp | -9.96%+5.9pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,527 | $2,277-33.0% | $3,108-50.9% | $3,350-54.4% |
| Admin fee / account holder | $375 | $467-19.8% | $5,059-92.6% | $521-28.0% |