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| Provider | Service type | Compensation |
|---|---|---|
TRUSTCO BANK8+ years Service code 28 · EIN 14-6087405 | Investment Management | $75,493 |
Filed as: VOYA INVESTMENT TRUST CO. Service code 28 · EIN 06-1440627 | Investment Management | $44,577 |
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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 | $164,233-100.0% | $748,470-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.7%-21.7pp | 0.0%0pp |
| Annual return | -17.02% | -13.10%-3.9pp | 0.46%-17.5pp | 2.77%-19.8pp |
| Employer contribution / active EE | $24,549 | $16,278+50.8% | $35,480-30.8% | $15,262+60.9% |
| Participant deferral / active EE | $669 | $3,107-78.5% | $231+189.5% | $691-3.3% |
| Admin fee / account holder | $0 | $1,015-100.0% | $29,938-100.0% | $1,015-100.0% |