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| Provider | Service type | Compensation |
|---|---|---|
NBT BANCORP NA2 years Service code 21 · EIN 15-0395735 | Bank Trustee | $415 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $0 |
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 | $18,353 | $62,928-70.8% | $172,753-89.4% | $67,582-72.8% |
| Participation rate | 99.6% | 64.5%+35.2pp | 82.6%+17.0pp | 71.3%+28.3pp |
| Annual return | 37.37% | 30.36%+7.0pp | 803.00%-765.6pp | 378.57%-341.2pp |
| Employer contribution / active EE | $1,722 | $1,636+5.3% | $5,144-66.5% | $2,148-19.8% |
| Participant deferral / active EE | $3,065 | $2,145+42.9% | $5,198-41.0% | $3,539-13.4% |
| Admin fee / account holder | $1 | $167-99.1% | $13,956-100.0% | $142-98.9% |