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| Provider | Service type | Compensation |
|---|---|---|
TRUST COMPANY OF TOLEDO5+ years Service code 15 1630 TIMBERWOLF DRIVE · HOLLAND, OH 43528 | Recordkeeping | $123,676 |
ALLOTTA FARLEY CO LPA3 years Filed as: ALLOTTA & FARLEY CO. Service code 29 2222 CENTENNIAL RD · TOLEDO, OH 43617 | Legal | $28,344 |
BENESYS, INC.5+ years Filed as: BENESYS, INC Service code 13 33 FITCH BLVD · AUSTINTOWN, OH 44515 | Contract Administrator | $11,445 |
YURCHYK & DAVIS CPA'S, INC.5+ years Filed as: YURCHYK & DAVIS CPA'S, INC Service code 10 · EIN 34-1638235 3701 BOARDMAN-CANFIELD RD · CANFIELD, OH 44406 | Accounting | $7,400 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,132 | $110,699-62.8% | $177,827-76.9% | $90,274-54.4% |
| Participation rate | 100.0% | 88.3%+11.7pp | 87.7%+12.3pp | 73.4%+26.6pp |
| Annual return | 4.87% | 22.79%-17.9pp | 48.32%-43.5pp | 53.97%-49.1pp |
| Employer contribution / active EE | $1,635 | $4,118-60.3% | $5,918-72.4% | $2,523-35.2% |
| Participant deferral / active EE | $0 | $6,731-100.0% | $7,713-100.0% | $4,231-100.0% |
| Admin fee / account holder | $194 | $90+115.0% | $12,429-98.4% | $114+69.7% |