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| Provider | Service type | Compensation |
|---|---|---|
TROY BANK AND TRUST COMPANY1+ years Service code 21 · EIN 63-0212370 | Bank Trustee | $108,087 |
Filed as: MARTIN MARTIN RANDALL & ASSOC., INC Service code 11 · EIN 64-0765749 | Actuarial | $31,115 |
KEARY L. FOSTER, CPA1+ years Service code 10 · EIN 63-1240049 | Accounting | $23,250 |
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Annual investment return 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.
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 | $43,809-100.0% | $115,939-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 7.6%-7.6pp | 19.3%-19.3pp | 12.6%-12.6pp |
| Annual return | -2.65% | 4.23%-6.9pp | 3.97%-6.6pp | 4.56%-7.2pp |
| Employer contribution / active EE | $6,133 | $16,147-62.0% | $28,168-78.2% | $15,526-60.5% |
| Participant deferral / active EE | $1,573 | $429+267.0% | $274+473.2% | $97+1529.0% |
| Admin fee / account holder | $0 | $850-100.0% | $12,837-100.0% | $1,711-100.0% |