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| Provider | Service type | Compensation |
|---|---|---|
TRUST COMPANY OF TOLEDO1+ years Filed as: THE TRUST COMPANY OF TOLEDO Service code 21 · EIN 34-1665716 1630 TIMBERWOLF DRIVE · HOLLAND, OH 43528 | Bank Trustee | $66,967 |
NOVARA, TESIJA & CATENACCI, PLLC1+ years Filed as: NOVARA, TESIJA, PLLC Service code 29 · EIN 38-3507129 2400 TOWN CENTER, STE 2370 · SOUTHFIELD, MI 48075 | Legal | $52,604 |
LUBLINSUSSMAN GROUP, LLP1+ years Filed as: LUBLINSUSSMAN GROUP LLP Service code 10 · EIN 34-1087273 3166 N. REPUBLIC BLVD. · TOLEDO, OH 43615 | Accounting | $19,390 |
BENESYS, INC.1+ years Filed as: BENESYS, INC Service code 14 · EIN 38-2383171 700 TOWER DRIVE, SUITE 300 · TROY, MI 48099 | Plan Administrator | $16,279 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $57,921-100.0% | $84,753-100.0% | $57,658-100.0% |
| Participation rate | 0.0% | 72.9%-72.9pp | 76.6%-76.6pp | 70.2%-70.2pp |
| Annual return | 1.70% | 10.24%-8.5pp | 22.78%-21.1pp | 5.13%-3.4pp |
| Employer contribution / active EE | $2,424 | $2,598-6.7% | $3,574-32.2% | $1,974+22.8% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $130-100.0% | $5,333-100.0% | $95-100.0% |