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| 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 | $50,919-81.5% | $155,556-93.9% | $77,762-87.9% |
| Participation rate | 27.4% | 63.1%-35.7pp | 78.2%-50.8pp | 70.6%-43.2pp |
| Annual return | 17.46% | 34.84%-17.4pp | 64.84%-47.4pp | 31.27%-13.8pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $456 | $2,824-83.8% | $5,631-91.9% | $4,651-90.2% |
| Admin fee / account holder | $47 | $437-89.3% | $15,885-99.7% | $433-89.2% |