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| Provider | Service type | Compensation |
|---|---|---|
TROY BANK AND TRUST COMPANY10+ years Service code 21 · EIN 63-0212370 | Bank Trustee | $153,283 |
Filed as: MARTIN MARTIN RANDALL & ASSOC, INC. Service code 11 · EIN 64-0765749 | Actuarial | $6,050 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $24,265-100.0% | $133,308-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.8%-11.8pp | 11.2%-11.2pp |
| Annual return | 7.37% | 8.95%-1.6pp | 7.44%-0.1pp | 9.01%-1.6pp |
| Employer contribution / active EE | $4,118 | $26,499-84.5% | $30,790-86.6% | $12,866-68.0% |
| Participant deferral / active EE | $2,059 | $2,525-18.5% | $640+221.5% | $260+693.1% |
| Admin fee / account holder | $0 | $4,785-100.0% | $16,084-100.0% | $4,785-100.0% |