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| Provider | Service type | Compensation |
|---|---|---|
TRUST COMPANY OF TOLEDO1+ years Service code 21 · EIN 34-1661757 | Bank Trustee | $15,218 |
FINDLEY1+ years Filed as: FINDLEY DAVIES Service code 15 · EIN 34-1213174 | Recordkeeping | $6,882 |
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 | $17,757 | $46,360-61.7% | $147,617-88.0% | $52,331-66.1% |
| Participation rate | 99.4% | 64.9%+34.4pp | 84.6%+14.8pp | 68.1%+31.3pp |
| Annual return | -0.70% | 1.62%-2.3pp | 61.98%-62.7pp | 4.54%-5.2pp |
| Employer contribution / active EE | $1,226 | $2,126-42.3% | $5,564-78.0% | $1,882-34.9% |
| Participant deferral / active EE | $1,745 | $2,258-22.7% | $4,895-64.3% | $3,022-42.3% |
| Admin fee / account holder | $107 | $766-86.0% | $11,612-99.1% | $592-81.8% |