Filed May 27, 2025
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITALRESEARCH MANAGEMENT CO Service code 14 · EIN 95-1411037 | Plan Administrator | $2,395 |
RUSSELL TRUST COMPANY2+ years Filed as: RUSSELL KARBAN Service code 33 ROYAL ALLIANCE ASSOCIATES, INC. · TOLEDO, OH 43623 | Securities brokerage | $0 |
TIMOTHY R HOTT PC2+ years Filed as: TIMOTHY TOLAND Service code 33 ROYAL ALLIANCE ASSOCIATES, INC. · TOLEDO, OH 43623 | Securities brokerage | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,520 | $63,924-25.7% | $108,579-56.2% | $55,167-13.9% |
| Participation rate | 73.0% | 74.3%-1.3pp | 79.6%-6.5pp | 69.0%+4.0pp |
| Annual return | 6.27% | 15.31%-9.0pp | -51.70%+58.0pp | 169.23%-163.0pp |
| Employer contribution / active EE | $684 | $1,879-63.6% | $3,758-81.8% | $1,963-65.1% |
| Participant deferral / active EE | $2,536 | $3,067-17.3% | $4,311-41.2% | $3,054-17.0% |
| Admin fee / account holder | $47 | $618-92.4% | $7,645-99.4% | $504-90.7% |