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| Provider | Service type | Compensation |
|---|---|---|
TRUST COMPANY OF TOLEDO10+ years Service code 15 1630 TIMBERWOLF DRIVE · HOLLAND, OH 43528 | Recordkeeping | $155,963 |
ALLOTTA FARLEY CO LPA8 years Filed as: ALLOTTA & FARLEY CO. Service code 29 3240 LEVIS COMMONS BLVD · PERRYSBURG, OH 43551 | Legal | $26,884 |
BENESYS, INC.10+ years Filed as: BENESYS, INC Service code 13 3660 STUTZ DRIVE, STE 101 · CANFIELD, OH 44406 | Contract Administrator | $12,378 |
YURCHYK & DAVIS CPA'S, INC.10+ years Filed as: YURCHYK & DAVIS CPA'S, INC Service code 10 · EIN 34-1638235 3701 BOARDMAN-CANFIELD RD · CANFIELD, OH 44406 | Accounting | $10,900 |
Filed as: INTERNATIONAL FOUNDATION OF EBP'S Service code 99 18700 WEST BLUEMOUND RD · BROOKFIELD, WI 53045 | Other Fees | $5,465 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,352 | $65,191-22.8% | $214,702-76.5% | $65,191-22.8% |
| Participation rate | 100.0% | 63.0%+37.0pp | 87.5%+12.5pp | 63.0%+37.0pp |
| Annual return | 10.31% | 51.24%-40.9pp | 54.55%-44.2pp | 51.24%-40.9pp |
| Employer contribution / active EE | $6,075 | $2,400+153.1% | $6,461-6.0% | $2,400+153.1% |
| Participant deferral / active EE | $0 | $2,671-100.0% | $9,147-100.0% | $2,671-100.0% |
| Admin fee / account holder | $201 | $907-77.8% | $19,830-99.0% | $907-77.8% |