Filings through .
Filed September 26, 2018
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| Provider | Service type | Compensation |
|---|---|---|
COURIER CAPITAL1 year Filed as: COURIER CAPITAL, LLC Service code 26 · EIN 81-0710574 1114 DELAWARE AVENUE · JAMESTOWN, NY 14701 | Advisory (Participants) | $3,630 |
Service code 15 · EIN 13-3646501 | Recordkeeping | $1,268 |
2 funds of $250K or more; 5 lines in all, holding $15.4M of the plan's $15.6M. From the 2024 filing. Recordkeeper: Definiti.
| Fund | Dollars | % of funds% |
|---|---|---|
| Mutual Manager not matched · Mutual fund | $13.5M | 88.1% |
| Common Collective Trust Manager not matched · Collective trust | $1.6M | 10.7% |
| Investments Manager not matched · Money market | $113K | 0.7% |
| Participant contributions receivable Manager not matched · Other | $50K | 0.3% |
| Employer contributions receivable Manager not matched · Other | $17K | 0.1% |
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.
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.