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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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,097 | $50,919-40.9% | $155,556-80.7% | $77,762-61.3% |
| Participation rate | 96.8% | 63.1%+33.7pp | 78.2%+18.5pp | 70.6%+26.2pp |
| Annual return | 16.00% | 34.84%-18.8pp | 64.84%-48.8pp | 31.27%-15.3pp |
| Employer contribution / active EE | $1,314 | $1,991-34.0% | $4,675-71.9% | $2,728-51.8% |
| Participant deferral / active EE | $3,231 | $2,824+14.4% | $5,631-42.6% | $4,651-30.5% |
| Admin fee / account holder | $4 | $437-99.0% | $15,885-100.0% | $433-99.0% |