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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $12,750 |
CNB WEALTH MANAGEMENT1 year Filed as: CNB WEALTH MANAGEMENT GROUP Service code 26 1221 PITTSFORD-VICTOR ROAD · PITTSFORD, NY 14534 | Advisory (Participants) | $6,096 |
Filed as: PPS PENSION SERVICES, INC. Service code 13 · EIN 16-1062503 | Contract Administrator | $5,221 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $3,847 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,592 | $28,109+1.7% | $71,089-59.8% | $56,289-49.2% |
| Participation rate | 44.6% | 40.4%+4.2pp | 54.6%-10.0pp | 69.9%-25.2pp |
| Annual return | -4.58% | -615.05%+610.5pp | 650.65%-655.2pp | -9.96%+5.4pp |
| Employer contribution / active EE | $572 | $558+2.6% | $1,088-47.4% | $2,111-72.9% |
| Participant deferral / active EE | $1,315 | $1,116+17.9% | $1,873-29.8% | $3,350-60.7% |
| Admin fee / account holder | $315 | $585-46.2% | $3,082-89.8% | $521-39.6% |