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| Provider | Service type | Compensation |
|---|---|---|
NBT BANCORP NA6 years Service code 21 · EIN 16-1268674 | Bank Trustee | $1,936 |
CHARLES SCHWAB & CO., INC.7+ 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 | $31,953 | $47,180-32.3% | $149,723-78.7% | $74,473-57.1% |
| Participation rate | 97.8% | 63.4%+34.4pp | 78.8%+19.0pp | 70.7%+27.1pp |
| Annual return | 21.19% | 22.75%-1.6pp | 134.50%-113.3pp | 34.36%-13.2pp |
| Employer contribution / active EE | $1,506 | $1,907-21.0% | $4,821-68.8% | $2,638-42.9% |
| Participant deferral / active EE | $3,579 | $2,730+31.1% | $5,682-37.0% | $4,530-21.0% |
| Admin fee / account holder | $5 | $343-98.5% | $13,215-100.0% | $347-98.5% |