Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TRUST COMPANY OF TOLEDO2+ years Service code 21 1630 TIMBERWOLF DR. · HOLLAND, OH 43528 | Bank Trustee | $29,760 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,579 | $36,916-0.9% | $156,551-76.6% | $57,658-36.6% |
| Participation rate | 27.1% | 63.4%-36.3pp | 84.0%-56.9pp | 70.2%-43.1pp |
| Annual return | 5.72% | 12.38%-6.7pp | 32.23%-26.5pp | 5.13%+0.6pp |
| Employer contribution / active EE | $1,547 | $1,571-1.5% | $5,501-71.9% | $1,974-21.6% |
| Participant deferral / active EE | $1,265 | $1,926-34.3% | $4,871-74.0% | $3,061-58.7% |
| Admin fee / account holder | $75 | $82-9.0% | $13,028-99.4% | $95-20.6% |