Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TRUST COMPANY OF TOLEDO9+ years Service code 21 · EIN 34-1661757 | Bank Trustee | $61,225 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,699 | $71,523+116.3% | $98,461+57.1% | $71,511+116.3% |
| Participation rate | 88.4% | 72.7%+15.7pp | 75.2%+13.2pp | 67.9%+20.4pp |
| Annual return | 16.56% | 32.43%-15.9pp | 21.17%-4.6pp | 28.86%-12.3pp |
| Employer contribution / active EE | $6,377 | $2,399+165.8% | $3,049+109.2% | $2,589+146.3% |
| Participant deferral / active EE | $10,331 | $4,109+151.5% | $4,738+118.0% | $4,291+140.8% |
| Admin fee / account holder | $380 | $1,676-77.3% | $8,961-95.8% | $1,588-76.1% |