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| Provider | Service type | Compensation |
|---|---|---|
CNB WEALTH MANAGEMENT5 years Service code 15 1150-A PITTSFORD VICTOR RD · PITTSFORD, NY 14534 | Recordkeeping | $21,046 |
PAYCHEX, INC.8+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $5,406 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,010 | $49,451+55.7% | $79,550-3.2% | $66,914+15.1% |
| Participation rate | 30.6% | 61.3%-30.7pp | 69.5%-38.9pp | 69.8%-39.2pp |
| Annual return | -19.19% | 84.25%-103.4pp | 0.16%-19.4pp | 1.58%-20.8pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,021 | $3,159-36.0% | $3,985-49.3% | $4,237-52.3% |
| Admin fee / account holder | $536 | $595-9.8% | $6,832-92.2% | $593-9.6% |