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| Provider | Service type | Compensation |
|---|---|---|
TRUST COMPANY OF TOLEDO1+ years Service code 25 · EIN 34-1661757 1630 TIMBERWOLF DR · HOLLAND, OH 43528 | Directed Trustee | $277,149 |
BENESYS, INC.1+ years Filed as: BENESYS INC Service code 13 · EIN 38-2383171 700 TOWER DRIVE, STE. 300 · TROY, MI 48098 | Contract Administrator | $160,027 |
NOVARA, TESIJA & CATENACCI, PLLC1+ years Filed as: NOVARA TESIJA Service code 29 · EIN 38-3507129 2000 TOWN CENTER SUITE 2370 · SOUTHFIELD, MI 48075 | Legal | $34,319 |
Filed as: STEFANSKY, HOLLOWAY & NICHOLS Service code 10 · EIN 38-2388845 22260 HAGGERTY RD SUITE 350 · NORTHVILLE, MI 48167 | Accounting | $32,317 |
MARQUETTE ASSOCIATES1+ years Filed as: MARQUETTE ASSOCIATES INC. Service code 70 · EIN 36-3485298 180 N. LASALLE STREET, SUITE 3500 · CHICAGO, IL 60601 | Consulting Fees | $30,000 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN GRAPHICS Service code 36 · EIN 38-2090931 34895 GROESBECK HWY. · CLINTON TWP, MI 48035 | Copying and duplicating | $20,109 |
LUBLINSUSSMAN GROUP, LLP1+ years Service code 10 · EIN 34-1087273 3166 N. REPUBLIC BLVD. · TOLEDO, OH 43615 | Accounting | $19,490 |
BROOKS INSURANCE1+ years Service code 22 · EIN 34-4194540 1120 MADISON AVENUE · TOLEDO, OH 43604 | Insurance Broker | $9,475 |
LOCAL 50 BUILDING CORPORATION1+ years Service code 49 · EIN 23-7434215 7570 CAPLE BLVD, SUITE A · NORTHWOOD, OH 436191084 | Other Services | $6,479 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $48,096-100.0% | $75,784-100.0% | $67,505-100.0% |
| Participation rate | 0.0% | 86.8%-86.8pp | 75.8%-75.8pp | 71.2%-71.2pp |
| Annual return | -1.11% | 0.30%-1.4pp | 9.68%-10.8pp | 6.52%-7.6pp |
| Employer contribution / active EE | $1,553 | $2,549-39.1% | $3,323-53.3% | $2,173-28.5% |
| Participant deferral / active EE | $0 | $3,109-100.0% | $3,652-100.0% | $3,597-100.0% |
| Admin fee / account holder | $0 | $82-100.0% | $5,300-100.0% | $56-100.0% |