Plan Ledger DOL Form 5500 · updated monthly

Canaccord Genuity LLC401(k)

CANACCORD GENUITY LLC 401(K) PLAN · NY, NY · plan year 2024

Reported admin expense ratio · 2024
0.07%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Canaccord Genuity LLC reported $71,456 in plan administrative expenses for 2024: 0.07% of average plan assets, below the peer median. Employer contributions averaged $3,899 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.12% to 0.07%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 730th-largest of 5,648 plans among New York employers on file, and the 929th of 4,798 in finance & insurance. In 2024, employees put in $4.18 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$110,546,160
Participants with balances545
Active participants377
Employer contributions$1,469,882
Employee contributions$6,144,914
Employer contribution per active participant$3,899
Average account balance$202,837
Benefits paid to participants$10,616,371
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$110.5M · 545 accts · $1.5M emplr
2023$96.0M · 533 accts · $1.5M emplr
2022$77.0M · 517 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Investment management$105,229
Total administrative$71,456
The Canaccord Genuity LLC 401(k) match · 2024
Employer contribution per active participant$3,899
Median for plans this size$3,635
2024$3,899 per active participant
2023$3,843 per active participant
2022$3,792 per active participant

Canaccord Genuity LLC's 2024 employer contribution ran above the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$93,674
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$11,555
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$71,456 · 0.07%
2023$101,397 · 0.12%
2022$103,334 · 0.12%
Same employer
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Jencap Group NY$110.9M · 0.09%
Fmc Group Holdings LP NY$110.8M · 0.01%
Sculptor Capital NY$108.9M · 0.07%
Fred Alger & Company, LLC NY$108.0M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 200779566 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.