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| Provider | Service type | Compensation |
|---|---|---|
ALESCO ADVISORS2+ years Service code 28 120 OFFICE PARKWAY · PITTSFORD, NY 14534 | Investment Management | $23,585 |
HARPER DANESH LLC2+ years Service code 11 · EIN 27-3395775 399 ALEXANDER STREET · ROCHESTER, NY 14607 | Actuarial | $13,860 |
NBT BANCORP NA2+ years Filed as: NBT BANK Service code 26 · EIN 15-0395735 52 SOUTH BROAD STREET · NORWICH, NY 13815 | Advisory (Participants) | $12,911 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $186,381-100.0% | $428,620-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 28.2%-28.2pp | 46.0%-46.0pp | 13.0%-13.0pp |
| Annual return | 19.09% | 12.39%+6.7pp | 20.73%-1.6pp | 13.59%+5.5pp |
| Employer contribution / active EE | $12,706 | $14,456-12.1% | $36,503-65.2% | $14,592-12.9% |
| Participant deferral / active EE | $0 | $9-100.0% | $77-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,031-100.0% | $7,495-100.0% | $29,657-100.0% |