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| Provider | Service type | Compensation |
|---|---|---|
COURIER CAPITAL1 year Filed as: COURIER CAPITAL LLC Service code 26 · EIN 81-0710574 220 LIBERTY ST · WARSAW, NY 14569 | Advisory (Participants) | $24,331 |
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $19,575 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,442 | $79,089-53.9% | $100,392-63.7% | $74,459-51.1% |
| Participation rate | 98.1% | 79.4%+18.6pp | 81.5%+16.6pp | 67.2%+30.8pp |
| Annual return | 27.30% | 20.61%+6.7pp | 49.45%-22.2pp | 1369.70%-1342.4pp |
| Employer contribution / active EE | $2,545 | $3,015-15.6% | $3,941-35.4% | $2,626-3.1% |
| Participant deferral / active EE | $6,326 | $7,747-18.3% | $8,090-21.8% | $4,350+45.4% |
| Admin fee / account holder | $299 | $1,336-77.6% | $7,904-96.2% | $1,945-84.6% |