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| Provider | Service type | Compensation |
|---|---|---|
TROY BANK AND TRUST COMPANY7+ years Service code 21 · EIN 63-0212370 | Bank Trustee | $150,515 |
Filed as: MARTIN MARTIN RANDALL & ASSOC, INC. Service code 11 · EIN 64-0765749 | Actuarial | $33,080 |
WEALTH MANAGEMENT PARTNERS6 years Filed as: WEALTH MANAGEMENT PARTNERS, LLC Service code 10 · EIN 20-1872286 | Accounting | $30,313 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $378,419-100.0% | $748,470-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 21.7%-21.7pp | 9.9%-9.9pp |
| Annual return | -6.10% | 13.34%-19.4pp | 0.46%-6.6pp | -5.25%-0.9pp |
| Employer contribution / active EE | $3,683 | $19,967-81.6% | $35,480-89.6% | $15,161-75.7% |
| Participant deferral / active EE | $1,842 | $651+182.8% | $231+697.5% | $120+1437.4% |
| Admin fee / account holder | $0 | $2,728-100.0% | $29,938-100.0% | $3,859-100.0% |