Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
COURIER CAPITAL2 years Filed as: COURIER CAPITAL. Service code 27 100 CHESTNUT ST · ROCHESTER, NY 14604 | Advisory (Plan) | $11,098 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,446 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,236 | $50,919+240.2% | $155,556+11.4% | $77,762+122.8% |
| Participation rate | 96.4% | 63.1%+33.4pp | 78.2%+18.2pp | 70.6%+25.9pp |
| Annual return | 12.53% | 34.84%-22.3pp | 64.84%-52.3pp | 31.27%-18.7pp |
| Employer contribution / active EE | $6,157 | $1,991+209.2% | $4,675+31.7% | $2,728+125.7% |
| Participant deferral / active EE | $7,450 | $2,824+163.8% | $5,631+32.3% | $4,651+60.2% |
| Admin fee / account holder | $72 | $437-83.4% | $15,885-99.5% | $433-83.3% |