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| Provider | Service type | Compensation |
|---|---|---|
TRUSTCO BANK10+ years Service code 28 · EIN 14-6087405 | Investment Management | $73,619 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Filed as: VOYA INVESTMENT TRUST CO. Service code 28 · EIN 06-1440627 | Investment Management | $24,494 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $342,274-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 0.0%0pp |
| Annual return | 11.09% | 9.21%+1.9pp | 8.34%+2.7pp | 8.76%+2.3pp |
| Employer contribution / active EE | $17,931 | $15,607+14.9% | $30,790-41.8% | $16,664+7.6% |
| Participant deferral / active EE | $932 | $2,645-64.7% | $252+269.8% | $948-1.7% |
| Admin fee / account holder | $0 | $0 | $47,069-100.0% | - |