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| Provider | Service type | Compensation |
|---|---|---|
BPAS3+ years Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 · EIN 30-0192194 | Actuarial | $39,770 |
THE VANGUARD GROUP, INC.3+ years Filed as: VANGUARD Service code 27 · EIN 23-2811930 | Advisory (Plan) | $10,516 |
NBT BANCORP NA3+ years Filed as: NBT BANCORP INC. Service code 21 · EIN 16-1301826 | Bank Trustee | $8,625 |
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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 | $63,154-100.0% | $198,173-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 20.8%-20.8pp | 42.0%-42.0pp | 11.3%-11.3pp |
| Annual return | 6.48% | 9.55%-3.1pp | 10.16%-3.7pp | 10.41%-3.9pp |
| Employer contribution / active EE | $8,667 | $14,371-39.7% | $33,192-73.9% | $14,691-41.0% |
| Participant deferral / active EE | $0 | $6-100.0% | $66-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $5,973-100.0% | $7,531-100.0% | $2,646-100.0% |