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| Provider | Service type | Compensation |
|---|---|---|
TROY BANK AND TRUST COMPANY5+ years Service code 21 · EIN 63-0212370 | Bank Trustee | $126,922 |
WEALTH MANAGEMENT PARTNERS4 years Filed as: WEALTH MANAGEMENT PARTNERS, LLC Service code 10 · EIN 20-1872286 | Accounting | $50,000 |
Filed as: MARTIN MARTIN RANDALL & ASSOC, INC Service code 11 · EIN 64-0765749 | Actuarial | $33,845 |
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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.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $247,190-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 1.7%-1.7pp |
| Annual return | 0.32% | 9.30%-9.0pp | 7.87%-7.5pp | 627.08%-626.8pp |
| Employer contribution / active EE | $3,197 | $21,052-84.8% | $31,784-89.9% | $18,824-83.0% |
| Participant deferral / active EE | $1,598 | $1,264+26.5% | $241+564.0% | $418+282.6% |
| Admin fee / account holder | $0 | $1,923-100.0% | $240,514-100.0% | $1,923-100.0% |