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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5,483 |
NBT BANCORP NA7 years Service code 21 · EIN 16-1268674 | Bank Trustee | $2,295 |
CHARLES SCHWAB & CO., INC.8+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,097 | $50,820-40.8% | $155,567-80.7% | $77,671-61.3% |
| Participation rate | 96.8% | 63.1%+33.6pp | 78.2%+18.6pp | 70.6%+26.2pp |
| Annual return | 16.00% | 34.85%-18.8pp | 64.74%-48.7pp | 31.21%-15.2pp |
| Employer contribution / active EE | $1,314 | $1,993-34.1% | $4,674-71.9% | $2,726-51.8% |
| Participant deferral / active EE | $3,231 | $2,823+14.5% | $5,628-42.6% | $4,648-30.5% |
| Admin fee / account holder | $4 | $436-99.0% | $15,916-100.0% | $430-99.0% |