Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TRUST COMPANY OF TOLEDO1 year Filed as: THE TRUST COMPANY OF TOLEDO, N.A Service code 52 · EIN 34-1661757 1630 TIMBERWOLF DRIVE · HOLLAND, OH 43528 | Indirect Investment Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $41,258 | $63,924-35.5% | $108,582-62.0% | $55,167-25.2% |
| Participation rate | 99.6% | 74.3%+25.2pp | 79.6%+20.0pp | 69.0%+30.6pp |
| Annual return | 7.94% | 15.31%-7.4pp | -51.70%+59.6pp | 169.23%-161.3pp |
| Employer contribution / active EE | $1,214 | $1,879-35.4% | $3,758-67.7% | $1,963-38.1% |
| Participant deferral / active EE | $3,204 | $3,067+4.5% | $4,311-25.7% | $3,054+4.9% |
| Admin fee / account holder | $58 | $618-90.6% | $7,645-99.2% | $504-88.5% |