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| Provider | Service type | Compensation |
|---|---|---|
TRUST COMPANY OF TOLEDO2+ years Service code 21 · EIN 34-1661757 | Bank Trustee | $47,745 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $112,589 | $56,640+98.8% | $78,002+44.3% | $55,167+104.1% |
| Participation rate | 93.2% | 73.3%+19.9pp | 75.5%+17.7pp | 69.0%+24.2pp |
| Annual return | 5.22% | 2868.48%-2863.3pp | 425.99%-420.8pp | 169.23%-164.0pp |
| Employer contribution / active EE | $4,062 | $1,724+135.7% | $2,470+64.4% | $1,963+107.0% |
| Participant deferral / active EE | $7,903 | $2,778+184.5% | $3,497+126.0% | $3,054+158.8% |
| Admin fee / account holder | $371 | $467-20.5% | $5,481-93.2% | $504-26.4% |