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| Provider | Service type | Compensation |
|---|---|---|
TRUST COMPANY OF TOLEDO3+ years Service code 15 1630 TIMBERWOLF DRIVE · HOLLAND, OH 43528 | Recordkeeping | $110,856 |
ALLOTTA FARLEY CO LPA1 year Filed as: ALLOTTA & FARLEY CO. Service code 29 2222 CENTENNIAL RD · TOLEDO, OH 43617 | Legal | $22,316 |
BENESYS, INC.3+ years Filed as: BENESYS, INC Service code 13 33 FITCH BLVD · AUSTINTOWN, OH 44515 | Contract Administrator | $11,160 |
YURCHYK & DAVIS CPA'S, INC.3+ years Filed as: YURCHYK & DAVIS CPA'S, INC Service code 10 · EIN 34-1638235 3701 BOARDMAN-CANFIELD RD · CANFIELD, OH 44406 | Accounting | $6,800 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,546-100.0% | $140,019-100.0% | $75,289-100.0% |
| Participation rate | 0.0% | 88.4%-88.4pp | 87.5%-87.5pp | 72.4%-72.4pp |
| Annual return | 8.84% | -0.36%+9.2pp | 651.15%-642.3pp | -0.04%+8.9pp |
| Employer contribution / active EE | $1,694 | $3,856-56.1% | $5,605-69.8% | $2,405-29.6% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $6,927-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $86-100.0% | $10,705-100.0% | $102-100.0% |