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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CANANDAIGUA NATIONAL BANK AND TRUST Service code 21 · EIN 16-0373410 | Bank Trustee | $40,627 |
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 | $10,823 | $50,919-78.7% | $155,556-93.0% | $77,762-86.1% |
| Participation rate | 93.7% | 63.1%+30.6pp | 78.2%+15.5pp | 70.6%+23.1pp |
| Annual return | 14.87% | 34.84%-20.0pp | 64.84%-50.0pp | 31.27%-16.4pp |
| Employer contribution / active EE | $1,071 | $1,991-46.2% | $4,675-77.1% | $2,728-60.8% |
| Participant deferral / active EE | $1,308 | $2,824-53.7% | $5,631-76.8% | $4,651-71.9% |
| Admin fee / account holder | $91 | $437-79.1% | $15,885-99.4% | $433-79.0% |