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| Provider | Service type | Compensation |
|---|---|---|
NBT BANCORP NA1 year Filed as: NBT WEALTH MANAGEMENT Service code 21 · EIN 16-1301826 | Bank Trustee | $26,376 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,288-100.0% | $436,953-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 14.1%-14.1pp | 44.2%-44.2pp | 4.7%-4.7pp |
| Annual return | -13.95% | -2.51%-11.4pp | -102.04%+88.1pp | -0.69%-13.3pp |
| Employer contribution / active EE | $3,703 | $11,346-67.4% | $36,232-89.8% | $16,786-77.9% |
| Participant deferral / active EE | $0 | $324-100.0% | $47-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $12,721-100.0% | $124-100.0% |