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| Provider | Service type | Compensation |
|---|---|---|
CNB WEALTH MANAGEMENT8 years Service code 26 1150 PITTSFORD VICTOR ROAD · PITTSFORD, NY 14534 | Advisory (Participants) | $26,684 |
PAYCHEX, INC.11+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $11,274 |
9 funds of $250K or more; 17 lines in all, holding $10.1M of the plan's $10.3M. From the 2025 filing. Recordkeeper: Paychex.
Target-date series: American Funds Target Date, mutual fund, 53% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 8 vintages | $5.4M | 53.3% |
| MFS Value Fund MFS (Sun Life) · Mutual fund | $1.2M | 11.9% |
| Fidelity Blue Chip Growth Fund Fidelity (FMR) · Mutual fund | $872K | 8.6% |
| MFS International Intrinsic Equity Fund MFS (Sun Life) · Mutual fund | $632K | 6.2% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $598K | 5.9% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $490K | 4.8% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $237K | 2.3% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $146K | 1.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $139K | 1.4% |
| Vanguard Short Term Fixed Interest Mutual Fund Vanguard · Mutual fund | $124K | 1.2% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.