Filed May 27, 2025
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITALRESEARCH MANAGEMENT CO Service code 14 · EIN 95-1411037 | Plan Administrator | $2,575 |
RUSSELL TRUST COMPANY3+ years Filed as: RUSSELL KARBAN Service code 33 ROYAL ALLIANCE ASSOCIATES, INC. · TOLEDO, OH 43623 | Securities brokerage | $0 |
TIMOTHY R HOTT PC3+ 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 | $51,599 | $71,192-27.5% | $117,854-56.2% | $62,292-17.2% |
| Participation rate | 73.8% | 74.2%-0.4pp | 79.7%-5.8pp | 69.5%+4.3pp |
| Annual return | 18.62% | 18.66%0pp | 335.08%-316.5pp | 28.90%-10.3pp |
| Employer contribution / active EE | $835 | $1,934-56.8% | $3,786-78.0% | $2,042-59.1% |
| Participant deferral / active EE | $2,718 | $3,189-14.8% | $4,482-39.4% | $3,169-14.2% |
| Admin fee / account holder | $52 | $587-91.1% | $8,020-99.3% | $479-89.1% |