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| Provider | Service type | Compensation |
|---|---|---|
NBT BANCORP NA4 years Service code 21 · EIN 16-1268674 | Bank Trustee | $975 |
CHARLES SCHWAB & CO., INC.5+ 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 | $34,518 | $56,540-38.9% | $185,851-81.4% | $86,821-60.2% |
| Participation rate | 82.1% | 65.5%+16.6pp | 81.7%+0.4pp | 72.3%+9.8pp |
| Annual return | 16.40% | 118.20%-101.8pp | 122.11%-105.7pp | 97.94%-81.5pp |
| Employer contribution / active EE | $1,584 | $1,844-14.1% | $5,168-69.4% | $2,406-34.2% |
| Participant deferral / active EE | $3,459 | $2,555+35.4% | $5,569-37.9% | $4,132-16.3% |
| Admin fee / account holder | $3 | $150-97.8% | $16,245-100.0% | $170-98.1% |