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| Provider | Service type | Compensation |
|---|---|---|
CNB WEALTH MANAGEMENT2 years Service code 26 1150-A PITTSFORD VICTOR RD · PITTSFORD, NY 14534 | Advisory (Participants) | $9,668 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,635 | $51,226-22.6% | $82,744-52.1% | $66,938-40.8% |
| Participation rate | 49.4% | 67.9%-18.5pp | 72.6%-23.2pp | 69.8%-20.4pp |
| Annual return | -10.25% | -9.61%-0.6pp | 702.22%-712.5pp | 1.58%-11.8pp |
| Employer contribution / active EE | $0 | $2,612-100.0% | $3,008-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,925 | $3,460-44.4% | $4,395-56.2% | $4,238-54.6% |
| Admin fee / account holder | $106 | $416-74.4% | $5,325-98.0% | $594-82.1% |