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| Provider | Service type | Compensation |
|---|---|---|
TROY BANK AND TRUST COMPANY10+ years Service code 21 · EIN 63-0212370 | Bank Trustee | $153,283 |
Filed as: MARTIN MARTIN RANDALL & ASSOC, INC. Service code 11 · EIN 64-0765749 | Actuarial | $6,050 |
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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 | $33,981-100.0% | $258,827-100.0% | $33,981-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.4%-19.4pp | 15.3%-15.3pp |
| Annual return | 7.37% | 10.46%-3.1pp | 8.60%-1.2pp | 9.75%-2.4pp |
| Employer contribution / active EE | $4,118 | $21,847-81.2% | $27,075-84.8% | $13,830-70.2% |
| Participant deferral / active EE | $2,059 | $1,250+64.8% | $540+281.5% | $110+1775.9% |
| Admin fee / account holder | $0 | $2,810-100.0% | $19,327-100.0% | $2,810-100.0% |