Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TROY BANK AND TRUST COMPANY8+ years Service code 21 · EIN 63-0212370 | Bank Trustee | $129,580 |
Filed as: MARTIN MARTIN RANDALL & ASSOC, INC. Service code 11 · EIN 64-0765749 | Actuarial | $15,615 |
WEALTH MANAGEMENT PARTNERS7 years Filed as: WEALTH MANAGEMENT PARTNERS, LLC Service code 10 · EIN 20-1872286 | Accounting | $15,438 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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.
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 | $169,426-100.0% | $163,428-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 15.9%-15.9pp | 12.4%-12.4pp |
| Annual return | -1.58% | 8.88%-10.5pp | 9.36%-10.9pp | 9.89%-11.5pp |
| Employer contribution / active EE | $4,406 | $15,976-72.4% | $31,270-85.9% | $14,313-69.2% |
| Participant deferral / active EE | $2,203 | $621+254.6% | $263+736.1% | $71+3012.5% |
| Admin fee / account holder | $0 | $8,087-100.0% | $9,460-100.0% | $9,084-100.0% |