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| Provider | Service type | Compensation |
|---|---|---|
NBT BANCORP NA3 years Service code 21 · EIN 15-0395735 | Bank Trustee | $630 |
CHARLES SCHWAB & CO., INC.4+ 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 | $28,440 | $52,293-45.6% | $178,503-84.1% | $73,412-61.3% |
| Participation rate | 98.0% | 65.3%+32.7pp | 81.9%+16.1pp | 72.2%+25.9pp |
| Annual return | 44.50% | 34.75%+9.7pp | 151.12%-106.6pp | 59.30%-14.8pp |
| Employer contribution / active EE | $1,733 | $1,736-0.2% | $5,011-65.4% | $2,234-22.4% |
| Participant deferral / active EE | $3,251 | $2,333+39.3% | $5,202-37.5% | $3,806-14.6% |
| Admin fee / account holder | $2 | $127-98.3% | $13,987-100.0% | $158-98.6% |