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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $42,620 |
NBT BANCORP NA1 year Filed as: NBT CAPITAL MANAGEMENT Service code 27 · EIN 55-0846628 | Advisory (Plan) | $15,108 |
ALLIANCE BENEFIT GROUP6+ years Service code 15 · EIN 37-0899315 | Recordkeeping | $15,096 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB TRUST CO. Service code 18 | Custodial (other than securities) | $9,724 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 18 · EIN 94-1737782 | Custodial (other than securities) | $0 |
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 | $200,029 | $136,307+46.7% | $177,848+12.5% | $73,497+172.2% |
| Participation rate | 96.5% | 86.1%+10.4pp | 87.7%+8.8pp | 70.7%+25.8pp |
| Annual return | 12.48% | 18.68%-6.2pp | 48.33%-35.9pp | 28.51%-16.0pp |
| Employer contribution / active EE | $3,730 | $3,712+0.5% | $5,919-37.0% | $2,270+64.3% |
| Participant deferral / active EE | $3,815 | $5,829-34.5% | $7,714-50.5% | $3,740+2.0% |
| Admin fee / account holder | $298 | $596-50.0% | $12,431-97.6% | $513-42.0% |