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| Provider | Service type | Compensation |
|---|---|---|
TRUSTCO BANK5+ years Service code 28 · EIN 14-6087405 | Investment Management | $69,599 |
Filed as: VOYA INVESTMENT TRUST CO. Service code 28 · EIN 06-1440627 | Investment Management | $31,355 |
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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,370,408-100.0% | $161,646-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.5%-15.5pp | 1.2%-1.2pp |
| Annual return | 19.41% | 15.47%+3.9pp | 12.93%+6.5pp | 53.27%-33.9pp |
| Employer contribution / active EE | $21,583 | $15,545+38.8% | $35,210-38.7% | $14,774+46.1% |
| Participant deferral / active EE | $407 | $814-50.0% | $458-11.1% | $1,259-67.7% |
| Admin fee / account holder | $0 | $13,289-100.0% | $4,659-100.0% | $13,289-100.0% |