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| Provider | Service type | Compensation |
|---|---|---|
NBT BANCORP NA7 years Filed as: NBT WEALTH MANAGEMENT Service code 21 · EIN 16-1301826 | Bank Trustee | $28,070 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $39,669-100.0% | $329,695-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 26.5%-26.5pp | 43.4%-43.4pp | 11.0%-11.0pp |
| Annual return | 5.89% | 8.12%-2.2pp | 9.82%-3.9pp | 8.21%-2.3pp |
| Employer contribution / active EE | $8,130 | $16,766-51.5% | $30,322-73.2% | $13,841-41.3% |
| Participant deferral / active EE | $0 | $33-100.0% | $66-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $435-100.0% | $53,840-100.0% | $1,652-100.0% |