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| Provider | Service type | Compensation |
|---|---|---|
NBT BANCORP NA3 years Filed as: NBT WEALTH MANAGEMENT Service code 21 · EIN 16-1301826 | Bank Trustee | $38,085 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,741-100.0% | $220,428-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 10.5%-10.5pp | 43.5%-43.5pp | 1.7%-1.7pp |
| Annual return | 9.93% | 9.03%+0.9pp | 90.61%-80.7pp | 627.08%-617.2pp |
| Employer contribution / active EE | $3,982 | $13,843-71.2% | $32,730-87.8% | $18,824-78.8% |
| Participant deferral / active EE | $0 | $126-100.0% | $40-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $249-100.0% | $12,805-100.0% | $1,923-100.0% |