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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2+ years Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 71 SOUTH WACKER DR · CHICAGO, IL 60606 | Actuarial | $90,607 |
Filed as: NORTHWESTERN OHIO ADMIN Service code 10 · EIN 34-1337680 7142 NIGHTINGALE DR STE 1 · HOLLAND, OH 43528 | Accounting | $83,288 |
TRUST COMPANY OF TOLEDO2+ years Filed as: THE TRUST COMPANY OF TOLEDO Service code 19 · EIN 34-1661757 1630 TIMBERWOLF DRIVE · TOLEDO, OH 43528 | Securities Custodian | $67,949 |
THE SEGAL COMPANY2+ years Filed as: SEGAL ADVISOR Service code 21 · EIN 13-2646110 333 WEST 34TH ST · NEW YORK, NY 10001 | Bank Trustee | $65,000 |
AMERICAN FUNDS2+ years Filed as: LP CAPITAL MANAGEMENT Service code 21 · EIN 02-0541198 11150 SNATA MONICA · LOS ANGELES, CA 90025 | Bank Trustee | $62,245 |
RYAN LABS ASSET MANAGEMENT2+ years Filed as: RYAN LABS Service code 21 · EIN 13-3451974 88 PINE ST 32TH FLOOR · NEW YORK, NY 10005 | Bank Trustee | $35,167 |
SHUMAKER, LOOP & KENDRICK, LLP2+ years Filed as: SHUMAKER, LOOP & KENDRICK Service code 29 · EIN 34-4439491 1000 JACKSON STREET · TOLEDO, OH 43624 | Legal | $27,159 |
TITUS & URBANSKI, INC.2+ years Filed as: TITUS & URBANSKI, INC Service code 10 · EIN 34-1695540 1540 S HOLLAND-SYLVANIA · MAUMEE, OH 43537 | Accounting | $26,140 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $18,392,177-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.5%-37.5pp | 3.6%-3.6pp |
| Annual return | 6.98% | 5.61%+1.4pp | 3.99%+3.0pp | 11.88%-4.9pp |
| Employer contribution / active EE | $8,140 | $20,606-60.5% | $38,279-78.7% | $14,612-44.3% |
| Participant deferral / active EE | $0 | $1,936-100.0% | $386-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $140,034-100.0% | $637-100.0% |