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| Provider | Service type | Compensation |
|---|---|---|
TRUST COMPANY OF TOLEDO5 years Service code 21 1630 TIMBERWOLF DR. · HOLLAND, OH 43528 | Bank Trustee | $3,107 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $37,031 | $44,714-17.2% | $91,227-59.4% | $66,949-44.7% |
| Participation rate | 50.0% | 65.0%-15.0pp | 73.2%-23.2pp | 69.8%-19.8pp |
| Annual return | -15.20% | -12.25%-2.9pp | 114.14%-129.3pp | 1.57%-16.8pp |
| Employer contribution / active EE | $532 | $1,710-68.9% | $2,851-81.3% | $2,545-79.1% |
| Participant deferral / active EE | $1,144 | $3,355-65.9% | $4,234-73.0% | $4,239-73.0% |
| Admin fee / account holder | $42 | $521-91.9% | $5,423-99.2% | $594-92.9% |