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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CANANDAIGUA NATIONAL BANK AND TRUST Service code 21 · EIN 16-0373410 | Bank Trustee | $37,008 |
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 | $9,464 | $47,180-79.9% | $149,723-93.7% | $74,473-87.3% |
| Participation rate | 98.9% | 63.4%+35.4pp | 78.8%+20.1pp | 70.7%+28.1pp |
| Annual return | 17.19% | 22.75%-5.6pp | 134.50%-117.3pp | 34.36%-17.2pp |
| Employer contribution / active EE | $1,003 | $1,907-47.4% | $4,821-79.2% | $2,638-62.0% |
| Participant deferral / active EE | $1,369 | $2,730-49.9% | $5,682-75.9% | $4,530-69.8% |
| Admin fee / account holder | $86 | $343-74.9% | $13,215-99.3% | $347-75.1% |