Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLENS FALLS NATIONAL BANK Service code 15 250 GLEN STREET · GLENS FALLS, NY 12801 | Recordkeeping | $8,049 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
EQUITABLE ADVISORS LLC2 years Filed as: EQUITABLE FINANCIAL LIFE INSURANCE Service code 25 · EIN 13-5570651 | Directed Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,430 | $50,820-81.4% | $155,567-93.9% | $77,671-87.9% |
| Participation rate | 27.4% | 63.1%-35.7pp | 78.2%-50.8pp | 70.6%-43.1pp |
| Annual return | 17.46% | 34.85%-17.4pp | 64.74%-47.3pp | 31.21%-13.8pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,674-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $456 | $2,823-83.8% | $5,628-91.9% | $4,648-90.2% |
| Admin fee / account holder | $47 | $436-89.3% | $15,916-99.7% | $430-89.1% |