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| Provider | Service type | Compensation |
|---|---|---|
TROY BANK AND TRUST COMPANY2+ years Filed as: TROY BANK AND TRUST Service code 21 · EIN 63-0212370 | Bank Trustee | $44,107 |
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Employer contribution per participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $32,993-100.0% | $110,523-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 41.3%-41.3pp | 47.6%-47.6pp | 12.6%-12.6pp |
| Annual return | 5.73% | 2.73%+3.0pp | 1.69%+4.0pp | 4.56%+1.2pp |
| Employer contribution / active EE | $1,955 | $13,500-85.5% | $24,295-92.0% | $15,526-87.4% |
| Participant deferral / active EE | $978 | $559+75.0% | $1,031-5.2% | $97+912.8% |
| Admin fee / account holder | $0 | $2,215-100.0% | $1,392-100.0% | $1,711-100.0% |