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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,771 | $60,454-49.1% | $81,844-62.4% | $74,459-58.7% |
| Participation rate | 65.4% | 63.0%+2.5pp | 72.4%-7.0pp | 67.2%-1.8pp |
| Annual return | 18.12% | 16.87%+1.3pp | 778.87%-760.7pp | 1369.70%-1351.6pp |
| Employer contribution / active EE | $793 | $2,630-69.8% | $2,916-72.8% | $2,626-69.8% |
| Participant deferral / active EE | $0 | $3,398-100.0% | $4,323-100.0% | $4,350-100.0% |
| Admin fee / account holder | $72 | $1,490-95.2% | $7,355-99.0% | $1,945-96.3% |