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| Provider | Service type | Compensation |
|---|---|---|
TRUST COMPANY OF TOLEDO1+ years Service code 15 1630 TIMBERWOLF DRIVE · HOLLAND, OH 43528 | Recordkeeping | $89,489 |
ALLOTA & FARLEY CO.1+ years Service code 29 2222 CENTENNIAL RD · TOLEDO, OH 43617 | Legal | $11,477 |
BENESYS, INC.1+ years Filed as: BENESYS, INC Service code 13 33 FITCH BLVD · AUSTINTOWN, OH 44515 | Contract Administrator | $11,160 |
YURCHYK & DAVIS CPA'S, INC.1+ years Filed as: YURCHYK & DAVIS CPA'S, INC Service code 10 · EIN 34-1638235 3701 BOARDMAN-CANFIELD RD · CANFIELD, OH 44406 | Accounting | $6,300 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $71,802-100.0% | $133,975-100.0% | $57,658-100.0% |
| Participation rate | 0.0% | 85.5%-85.5pp | 87.1%-87.1pp | 70.2%-70.2pp |
| Annual return | 1.34% | 13.51%-12.2pp | 29.29%-28.0pp | 5.13%-3.8pp |
| Employer contribution / active EE | $1,761 | $3,161-44.3% | $5,211-66.2% | $1,974-10.8% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $88-100.0% | $9,324-100.0% | $95-100.0% |