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| Provider | Service type | Compensation |
|---|---|---|
TROY BANK AND TRUST COMPANY2+ years Service code 21 · EIN 63-0212370 | Bank Trustee | $113,560 |
Filed as: WEALTH MANAGEMENT PARTNERS, LLC Service code 10 · EIN 20-1872286 | Accounting | $29,010 |
Filed as: MARTIN MARTIN RANDALL & ASSOC., INC Service code 11 · EIN 64-0765749 | Actuarial | $16,230 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,091-100.0% | $128,366-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 4.5%-4.5pp |
| Annual return | 7.96% | 10.88%-2.9pp | 9.39%-1.4pp | 13.95%-6.0pp |
| Employer contribution / active EE | $5,869 | $18,458-68.2% | $33,466-82.5% | $16,598-64.6% |
| Participant deferral / active EE | $1,505 | $2,276-33.9% | $657+129.0% | $511+194.4% |
| Admin fee / account holder | $0 | $612-100.0% | $2,132-100.0% | $612-100.0% |