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| Provider | Service type | Compensation |
|---|---|---|
GLENS FALLS NATIONAL BANK AND TRUST10+ years Service code 15 · EIN 14-0696635 | Recordkeeping | $17,925 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,771 | $60,323-49.0% | $81,812-62.4% | $74,495-58.7% |
| Participation rate | 65.4% | 62.9%+2.6pp | 72.3%-6.9pp | 67.2%-1.8pp |
| Annual return | 18.12% | 16.90%+1.2pp | 773.79%-755.7pp | 1364.94%-1346.8pp |
| Employer contribution / active EE | $793 | $2,620-69.7% | $2,912-72.8% | $2,623-69.8% |
| Participant deferral / active EE | $0 | $3,387-100.0% | $4,319-100.0% | $4,346-100.0% |
| Admin fee / account holder | $72 | $1,486-95.2% | $7,386-99.0% | $1,942-96.3% |