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| Provider | Service type | Compensation |
|---|---|---|
TROY BANK AND TRUST COMPANY3+ years Filed as: TROY BANK AND TRUST Service code 21 · EIN 63-0212370 | Bank Trustee | $47,994 |
Filed as: MARTIN MARTIN RANDALL AND ASSOC INC Service code 11 · EIN 64-0765749 | Actuarial | $14,475 |
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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 | $33,040-100.0% | $127,144-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 57.6%-57.6pp | 62.9%-62.9pp | 11.3%-11.3pp |
| Annual return | 7.99% | 10.61%-2.6pp | 9.35%-1.4pp | 10.41%-2.4pp |
| Employer contribution / active EE | $2,023 | $8,724-76.8% | $25,504-92.1% | $14,691-86.2% |
| Participant deferral / active EE | $1,010 | $552+82.9% | $1,066-5.2% | $58+1636.3% |
| Admin fee / account holder | $0 | $1,133-100.0% | $2,049-100.0% | $2,646-100.0% |