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| Provider | Service type | Compensation |
|---|---|---|
NOA1 year Service code 10 · EIN 34-1337680 | Accounting | $79,270 |
TRUST COMPANY OF TOLEDO10+ years Filed as: THE TRUST COMPANY OF TOLEDO Service code 28 · EIN 34-1661757 | Investment Management | $67,365 |
BENESYS, INC.10+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $32,500 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL LLC Service code 27 · EIN 26-2766689 | Advisory (Plan) | $22,000 |
Service code 29 · EIN 34-4439491 | Legal | $13,871 |
Service code 19 · EIN 31-0800053 | Securities Custodian | $13,500 |
HUNTINGTON INSURANCE7 years Service code 28 37 W. BROAD STREET · COLUMBUS, OH 43215 | Investment Management | $7,653 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | - |
| Annual return | 8.42% | 61.55%-53.1pp | 8.99%-0.6pp | - |
| Employer contribution / active EE | $5,910 | $11,227-47.4% | $25,171-76.5% | - |
| Participant deferral / active EE | $0 | $0 | $1-100.0% | - |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |