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| Provider | Service type | Compensation |
|---|---|---|
NBT BANCORP NA6 years Filed as: NBT WEALTH MANAGEMENT Service code 21 · EIN 16-1301826 | Bank Trustee | $30,322 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $37,118-100.0% | $247,553-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 19.5%-19.5pp | 50.4%-50.4pp | 12.4%-12.4pp |
| Annual return | 9.68% | 10.14%-0.5pp | 32.33%-22.6pp | 9.89%-0.2pp |
| Employer contribution / active EE | $3,955 | $16,236-75.6% | $33,960-88.4% | $14,313-72.4% |
| Participant deferral / active EE | $0 | $27-100.0% | $43-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $1,345-100.0% | $10,141-100.0% | $9,084-100.0% |