Filed December 9, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TOMPKINS TRUST COMPANY6+ years Service code 21 · EIN 15-0470650 | Bank Trustee | $91,678 |
Filed as: BANK OF AMERICA Service code 28 · EIN 94-1687665 | Investment Management | $85,123 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 12.34% | 12.77%-0.4pp | 90.61%-78.3pp | 12.86%-0.5pp |
| Employer contribution / active EE | $5,644 | $8,963-37.0% | $32,730-82.8% | $13,687-58.8% |
| Participant deferral / active EE | $0 | $448-100.0% | $40-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |