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| Provider | Service type | Compensation |
|---|---|---|
CNB WEALTH MANAGEMENT4 years Service code 26 1150-A PITTSFORD VICTOR RD · PITTSFORD, NY 14534 | Advisory (Participants) | $21,595 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,560 | $59,267+71.4% | $96,575+5.2% | $79,393+27.9% |
| Participation rate | 29.9% | 61.9%-32.0pp | 69.8%-40.0pp | 70.7%-40.9pp |
| Annual return | 15.96% | 27.08%-11.1pp | 37.79%-21.8pp | 116.87%-100.9pp |
| Employer contribution / active EE | $0 | $1,216-100.0% | $2,357-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,987 | $2,947-32.6% | $3,849-48.4% | $4,046-50.9% |
| Admin fee / account holder | $579 | $659-12.2% | $6,182-90.6% | $627-7.7% |